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 | $391,608 | $192,717+103.2% | $142,449+174.9% | $139,434+180.9% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 18.03% | 17.99%0pp | 19.99%-2.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $31,197 | $5,806+437.3% | $4,847+543.6% | $4,751+556.7% |
| Participant deferral / active EE | $21,671 | $7,208+200.6% | $6,283+244.9% | $6,710+223.0% |
| Admin fee / account holder | $42,497 | $15,124+181.0% | $10,011+324.5% | $11,403+272.7% |