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 | $426,752 | $86,891+391.1% | $142,449+199.6% | $75,163+467.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 17.65% | 23.31%-5.7pp | 19.99%-2.3pp | 160.62%-143.0pp |
| Employer contribution / active EE | $13,322 | $3,355+297.0% | $4,847+174.8% | $2,670+399.0% |
| Participant deferral / active EE | $12,048 | $4,938+144.0% | $6,283+91.7% | $4,125+192.1% |
| Admin fee / account holder | $5,739 | $7,299-21.4% | $10,011-42.7% | $5,651+1.6% |