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 | $281,977 | $54,762+414.9% | $90,281+212.3% | $72,985+286.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.78% | 30.63%-6.8pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $9,235 | $2,092+341.4% | $2,854+223.5% | $2,440+278.5% |
| Participant deferral / active EE | $12,132 | $2,887+320.2% | $3,885+212.2% | $3,607+236.3% |
| Admin fee / account holder | $1,762 | $3,972-55.6% | $5,351-67.1% | $5,124-65.6% |