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 | $311,592 | $78,926+294.8% | $136,749+127.9% | $84,808+267.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.47% | 18.17%+0.3pp | 24.33%-5.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $5,627 | $2,134+163.7% | $3,400+65.5% | $2,631+113.9% |
| Participant deferral / active EE | $6,951 | $3,168+119.4% | $4,692+48.2% | $4,212+65.1% |
| Admin fee / account holder | $12,426 | $6,369+95.1% | $11,386+9.1% | $7,344+69.2% |