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 | $254,253 | $87,013+192.2% | $106,213+139.4% | $80,856+214.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 12.73% | 17.05%-4.3pp | 116.14%-103.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,842 | $2,395+18.7% | $3,171-10.4% | $2,755+3.2% |
| Participant deferral / active EE | $9,216 | $3,986+131.2% | $5,016+83.7% | $4,296+114.5% |
| Admin fee / account holder | $13,548 | $8,431+60.7% | $11,033+22.8% | $6,918+95.8% |