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 | $313,478 | $81,248+285.8% | $155,509+101.6% | $80,856+287.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 24.92% | 33.31%-8.4pp | 64.67%-39.7pp | 35.59%-10.7pp |
| Employer contribution / active EE | $5,869 | $3,100+89.3% | $4,672+25.6% | $2,755+113.1% |
| Participant deferral / active EE | $4,903 | $3,452+42.0% | $5,626-12.9% | $4,296+14.1% |
| Admin fee / account holder | $8,063 | $7,997+0.8% | $15,912-49.3% | $6,918+16.5% |