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 | $380,283 | $60,022+533.6% | $88,946+327.5% | $84,808+348.4% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 20.54% | 22.43%-1.9pp | 57.82%-37.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $10,368 | $1,703+508.9% | $2,555+305.8% | $2,631+294.1% |
| Participant deferral / active EE | $10,065 | $3,114+223.2% | $4,581+119.7% | $4,212+139.0% |
| Admin fee / account holder | $37,152 | $4,811+672.2% | $8,261+349.7% | $7,344+405.9% |