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 | $301,776 | $72,277+317.5% | $101,248+198.1% | $79,858+277.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 19.71% | 22.30%-2.6pp | 46.47%-26.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $16,298 | $2,692+505.5% | $3,660+345.3% | $2,471+559.6% |
| Participant deferral / active EE | $5,153 | $3,282+57.0% | $4,370+17.9% | $3,740+37.8% |
| Admin fee / account holder | $975 | $4,400-77.8% | $5,945-83.6% | $5,306-81.6% |