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 | $293,538 | $109,413+168.3% | $156,263+87.8% | $84,808+246.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.23% | 20.18%-6.0pp | 59.47%-45.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $15,961 | $2,907+449.1% | $4,333+268.4% | $2,631+506.7% |
| Participant deferral / active EE | $11,877 | $4,590+158.8% | $6,158+92.9% | $4,212+182.0% |
| Admin fee / account holder | $52,787 | $9,357+464.2% | $14,255+270.3% | $7,344+618.8% |