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 | $489,343 | $89,753+445.2% | $107,525+355.1% | $84,808+477.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.09% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $11,049 | $3,113+254.9% | $3,754+194.4% | $2,631+320.0% |
| Participant deferral / active EE | $12,313 | $4,056+203.6% | $5,116+140.7% | $4,212+192.4% |
| Admin fee / account holder | $3,578 | $7,222-50.5% | $8,919-59.9% | $7,344-51.3% |