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 | $414,855 | $60,892+581.3% | $82,389+403.5% | $84,808+389.2% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.66% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $8,154 | $1,779+358.3% | $2,517+223.9% | $2,631+209.9% |
| Participant deferral / active EE | $17,584 | $3,179+453.2% | $4,155+323.2% | $4,212+317.5% |
| Admin fee / account holder | $6,993 | $5,467+27.9% | $7,231-3.3% | $7,344-4.8% |