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 | $365,465 | $89,753+307.2% | $107,525+239.9% | $84,808+330.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.94% | 29.48%-11.5pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $14,856 | $3,113+377.2% | $3,754+295.8% | $2,631+464.6% |
| Participant deferral / active EE | $4,170 | $4,056+2.8% | $5,116-18.5% | $4,212-1.0% |
| Admin fee / account holder | $11,166 | $7,222+54.6% | $8,919+25.2% | $7,344+52.0% |