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 | $321,907 | $109,359+194.4% | $162,163+98.5% | $72,985+341.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.32% | 25.46%-6.1pp | 115.59%-96.3pp | 81.00%-61.7pp |
| Employer contribution / active EE | $5,824 | $3,907+49.1% | $5,614+3.7% | $2,440+138.7% |
| Participant deferral / active EE | $7,998 | $5,481+45.9% | $7,298+9.6% | $3,607+121.7% |
| Admin fee / account holder | $15,441 | $7,972+93.7% | $10,843+42.4% | $5,124+201.3% |