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 | $283,496 | $60,022+372.3% | $88,946+218.7% | $84,808+234.3% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 15.94% | 22.43%-6.5pp | 57.82%-41.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $14,547 | $1,703+754.3% | $2,555+469.4% | $2,631+452.9% |
| Participant deferral / active EE | $3,759 | $3,114+20.7% | $4,581-18.0% | $4,212-10.8% |
| Admin fee / account holder | $1,931 | $4,811-59.9% | $8,261-76.6% | $7,344-73.7% |