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 | $520,418 | $63,355+721.4% | $91,989+465.7% | $72,985+613.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 28.91% | 35.35%-6.4pp | 69.02%-40.1pp | 81.00%-52.1pp |
| Employer contribution / active EE | $11,352 | $2,116+436.6% | $3,452+228.9% | $2,440+365.3% |
| Participant deferral / active EE | $2,572 | $4,883-47.3% | $5,923-56.6% | $3,607-28.7% |
| Admin fee / account holder | $41,176 | $4,668+782.1% | $7,743+431.8% | $5,124+703.5% |