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 | $373,536 | $72,277+416.8% | $101,248+268.9% | $79,858+367.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 22.92% | 22.30%+0.6pp | 46.47%-23.5pp | 31.71%-8.8pp |
| Employer contribution / active EE | $12,209 | $2,692+353.6% | $3,660+233.6% | $2,471+394.1% |
| Participant deferral / active EE | $13,765 | $3,282+319.5% | $4,370+215.0% | $3,740+268.0% |
| Admin fee / account holder | $10,940 | $4,400+148.6% | $5,945+84.0% | $5,306+106.2% |