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 | $464,682 | $95,803+385.0% | $113,168+310.6% | $84,808+447.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.28% | 25.00%-11.7pp | 24.27%-11.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $13,580 | $2,360+475.4% | $2,975+356.4% | $2,631+416.2% |
| Participant deferral / active EE | $9,223 | $4,242+117.4% | $5,107+80.6% | $4,212+119.0% |
| Admin fee / account holder | $28,844 | $8,989+220.9% | $12,068+139.0% | $7,344+292.8% |