See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,984 | $89,355+263.7% | $141,162+130.2% | $72,985+345.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.52% | 111.85%-92.3pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,141 | $3,114+0.8% | $4,735-33.7% | $2,440+28.7% |
| Participant deferral / active EE | $6,255 | $5,418+15.5% | $6,709-6.8% | $3,607+73.4% |
| Admin fee / account holder | $18,960 | $5,958+218.2% | $10,261+84.8% | $5,124+270.0% |