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 | $385,794 | $65,365+490.2% | $92,893+315.3% | $72,985+428.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 23.29% | 42.10%-18.8pp | 109.41%-86.1pp | 81.00%-57.7pp |
| Employer contribution / active EE | $4,619 | $2,594+78.1% | $3,653+26.5% | $2,440+89.3% |
| Participant deferral / active EE | $9,155 | $3,128+192.7% | $4,236+116.1% | $3,607+153.8% |
| Admin fee / account holder | $7,341 | $4,251+72.7% | $5,794+26.7% | $5,124+43.2% |