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 | $406,949 | $109,359+272.1% | $162,163+150.9% | $72,985+457.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.35% | 25.46%+0.9pp | 115.59%-89.2pp | 81.00%-54.7pp |
| Employer contribution / active EE | $28,475 | $3,907+628.7% | $5,614+407.2% | $2,440+1067.1% |
| Participant deferral / active EE | $8,384 | $5,481+53.0% | $7,298+14.9% | $3,607+132.4% |
| Admin fee / account holder | $9,586 | $7,972+20.2% | $10,843-11.6% | $5,124+87.1% |