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 | $466,870 | $103,376+351.6% | $87,100+436.0% | $152,861+205.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 22.51% | 28.10%-5.6pp | 28.19%-5.7pp | 345.32%-322.8pp |
| Employer contribution / active EE | $31,353 | $3,220+873.6% | $2,521+1143.5% | $4,762+558.4% |
| Participant deferral / active EE | $7,505 | $4,778+57.1% | $4,049+85.4% | $5,850+28.3% |
| Admin fee / account holder | $3,335 | $12,205-72.7% | $7,497-55.5% | $11,596-71.2% |