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 | $563,251 | $72,277+679.3% | $101,248+456.3% | $79,858+605.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.63% | 22.30%-6.7pp | 46.47%-30.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $24,102 | $2,692+795.5% | $3,660+558.6% | $2,471+875.5% |
| Participant deferral / active EE | $7,792 | $3,282+137.5% | $4,370+78.3% | $3,740+108.4% |
| Admin fee / account holder | $18,708 | $4,400+325.2% | $5,945+214.7% | $5,306+252.6% |