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 | $360,023 | $93,071+286.8% | $74,583+382.7% | $273,961+31.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.95% | 26.18%-16.2pp | 20.47%-10.5pp | 41.45%-31.5pp |
| Employer contribution / active EE | $13,720 | $3,160+334.3% | $2,525+443.4% | $4,869+181.8% |
| Participant deferral / active EE | $14,313 | $4,160+244.1% | $3,458+313.9% | $5,287+170.7% |
| Admin fee / account holder | $14,698 | $5,272+178.8% | $4,138+255.2% | $10,132+45.1% |