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 | $261,709 | $57,016+359.0% | $84,966+208.0% | $80,856+223.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 18.78% | 21.66%-2.9pp | 66.38%-47.6pp | 35.59%-16.8pp |
| Employer contribution / active EE | $18,102 | $1,798+907.0% | $2,727+563.8% | $2,755+557.1% |
| Participant deferral / active EE | $15,371 | $3,110+394.3% | $4,519+240.1% | $4,296+257.8% |
| Admin fee / account holder | $15,168 | $4,980+204.6% | $6,149+146.7% | $6,918+119.3% |