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 | $329,411 | $72,277+355.8% | $101,248+225.3% | $79,858+312.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.16% | 22.30%-3.1pp | 46.47%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $8,571 | $2,692+218.5% | $3,660+134.2% | $2,471+246.9% |
| Participant deferral / active EE | $6,759 | $3,282+106.0% | $4,370+54.7% | $3,740+80.7% |
| Admin fee / account holder | $33,474 | $4,400+660.7% | $5,945+463.0% | $5,306+530.8% |