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 | $387,561 | $72,277+436.2% | $101,248+282.8% | $79,858+385.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.46% | 22.30%-1.8pp | 46.47%-26.0pp | 31.71%-11.3pp |
| Employer contribution / active EE | $16,105 | $2,692+498.3% | $3,660+340.1% | $2,471+551.8% |
| Participant deferral / active EE | $6,164 | $3,282+87.8% | $4,370+41.0% | $3,740+64.8% |
| Admin fee / account holder | $26,414 | $4,400+500.3% | $5,945+344.3% | $5,306+397.8% |