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 | $303,752 | $109,881+176.4% | $150,045+102.4% | $84,808+258.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.16% | 28.25%-9.1pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $6,711 | $3,561+88.5% | $4,693+43.0% | $2,631+155.1% |
| Participant deferral / active EE | $17,739 | $6,636+167.3% | $7,997+121.8% | $4,212+321.2% |
| Admin fee / account holder | $2,191 | $8,568-74.4% | $13,435-83.7% | $7,344-70.2% |