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 | $398,805 | $60,022+564.4% | $88,946+348.4% | $84,808+370.2% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 16.57% | 22.43%-5.9pp | 57.82%-41.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $15,995 | $1,703+839.4% | $2,555+526.0% | $2,631+507.9% |
| Participant deferral / active EE | $7,725 | $3,114+148.1% | $4,581+68.6% | $4,212+83.4% |
| Admin fee / account holder | $30,808 | $4,811+540.4% | $8,261+272.9% | $7,344+319.5% |