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 | $326,710 | $68,719+375.4% | $91,541+256.9% | $84,808+285.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.59% | 19.12%-1.5pp | 20.50%-2.9pp | 40.90%-23.3pp |
| Employer contribution / active EE | $5,363 | $1,920+179.4% | $2,505+114.1% | $2,631+103.8% |
| Participant deferral / active EE | $5,595 | $3,136+78.4% | $4,008+39.6% | $4,212+32.8% |
| Admin fee / account holder | $16,048 | $5,786+177.3% | $6,956+130.7% | $7,344+118.5% |