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 | $273,636 | $60,022+355.9% | $88,946+207.6% | $84,808+222.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 23.42% | 22.43%+1.0pp | 57.82%-34.4pp | 40.90%-17.5pp |
| Employer contribution / active EE | $5,497 | $1,703+222.8% | $2,555+115.1% | $2,631+108.9% |
| Participant deferral / active EE | $6,216 | $3,114+99.6% | $4,581+35.7% | $4,212+47.6% |
| Admin fee / account holder | $35,463 | $4,811+637.1% | $8,261+329.3% | $7,344+382.9% |