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 | $258,411 | $109,881+135.2% | $150,045+72.2% | $84,808+204.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.72% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $24,372 | $3,561+584.4% | $4,693+419.3% | $2,631+826.3% |
| Participant deferral / active EE | $8,263 | $6,636+24.5% | $7,997+3.3% | $4,212+96.2% |
| Admin fee / account holder | $15,264 | $8,568+78.1% | $13,435+13.6% | $7,344+107.8% |