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 | $346,735 | $55,706+522.4% | $75,886+356.9% | $72,985+375.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 17.24% | 27.59%-10.4pp | 30.76%-13.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $15,549 | $1,687+821.9% | $2,500+521.8% | $2,440+537.3% |
| Participant deferral / active EE | $16,263 | $2,634+517.5% | $3,603+351.4% | $3,607+350.8% |
| Admin fee / account holder | $100,483 | $3,978+2425.8% | $5,418+1754.5% | $5,124+1860.9% |