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 | $380,013 | $80,717+370.8% | $154,803+145.5% | $84,808+348.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.78% | 37.96%-18.2pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $3,637 | $2,761+31.7% | $4,305-15.5% | $2,631+38.2% |
| Participant deferral / active EE | $4,769 | $3,303+44.4% | $5,540-13.9% | $4,212+13.2% |
| Admin fee / account holder | $2,711 | $6,746-59.8% | $14,329-81.1% | $7,344-63.1% |