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 | $273,614 | $109,413+150.1% | $156,263+75.1% | $84,808+222.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.79% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $12,296 | $2,907+323.0% | $4,333+183.8% | $2,631+367.4% |
| Participant deferral / active EE | $9,659 | $4,590+110.5% | $6,158+56.9% | $4,212+129.4% |
| Admin fee / account holder | $17,222 | $9,357+84.1% | $14,255+20.8% | $7,344+134.5% |