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 | $275,034 | $78,926+248.5% | $136,749+101.1% | $84,808+224.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.24% | 18.17%-4.9pp | 24.33%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $9,007 | $2,134+322.1% | $3,400+165.0% | $2,631+242.4% |
| Participant deferral / active EE | $5,565 | $3,168+75.7% | $4,692+18.6% | $4,212+32.1% |
| Admin fee / account holder | $7,098 | $6,369+11.4% | $11,386-37.7% | $7,344-3.3% |