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 | $456,387 | $73,933+517.3% | $96,683+372.0% | $75,163+507.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.68% | 26.70%-13.0pp | 35.69%-22.0pp | 160.62%-146.9pp |
| Employer contribution / active EE | $19,154 | $2,928+554.2% | $3,737+412.6% | $2,670+617.4% |
| Participant deferral / active EE | $8,245 | $3,659+125.4% | $4,878+69.0% | $4,125+99.9% |
| Admin fee / account holder | $58,537 | $5,216+1022.2% | $6,730+769.9% | $5,651+935.9% |