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 | $264,746 | $80,717+228.0% | $154,803+71.0% | $84,808+212.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.76% | 37.96%-24.2pp | 58.88%-45.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $4,595 | $2,761+66.4% | $4,305+6.7% | $2,631+74.7% |
| Participant deferral / active EE | $7,872 | $3,303+138.3% | $5,540+42.1% | $4,212+86.9% |
| Admin fee / account holder | $33,004 | $6,746+389.3% | $14,329+130.3% | $7,344+349.4% |