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 | $315,252 | $109,359+188.3% | $162,163+94.4% | $72,985+331.9% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.80% | 25.46%+1.3pp | 115.59%-88.8pp | 81.00%-54.2pp |
| Employer contribution / active EE | $12,803 | $3,907+227.7% | $5,614+128.1% | $2,440+424.8% |
| Participant deferral / active EE | $11,185 | $5,481+104.1% | $7,298+53.3% | $3,607+210.1% |
| Admin fee / account holder | $5,605 | $7,972-29.7% | $10,843-48.3% | $5,124+9.4% |