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 | $386,043 | $89,753+330.1% | $107,525+259.0% | $84,808+355.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.02% | 29.48%-14.5pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $11,111 | $3,113+256.9% | $3,754+196.0% | $2,631+322.3% |
| Participant deferral / active EE | $5,544 | $4,056+36.7% | $5,116+8.4% | $4,212+31.6% |
| Admin fee / account holder | $22,579 | $7,222+212.6% | $8,919+153.2% | $7,344+207.5% |