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 | $320,021 | $72,277+342.8% | $101,248+216.1% | $79,858+300.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.82% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $14,799 | $2,692+449.8% | $3,660+304.4% | $2,471+498.9% |
| Participant deferral / active EE | $6,075 | $3,282+85.1% | $4,370+39.0% | $3,740+62.4% |
| Admin fee / account holder | $4,196 | $4,400-4.7% | $5,945-29.4% | $5,306-20.9% |