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 | $346,098 | $74,927+361.9% | $101,794+240.0% | $84,808+308.1% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.16% | 18.70%-2.5pp | 30.53%-14.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $8,351 | $1,522+448.7% | $2,289+264.8% | $2,631+217.4% |
| Participant deferral / active EE | $8,306 | $3,099+168.0% | $4,084+103.4% | $4,212+97.2% |
| Admin fee / account holder | $4,525 | $6,514-30.5% | $8,777-48.4% | $7,344-38.4% |