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 | $478,952 | $89,753+433.6% | $107,525+345.4% | $84,808+464.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.56% | 29.48%-12.9pp | 181.32%-164.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $15,923 | $3,113+411.4% | $3,754+324.2% | $2,631+505.2% |
| Participant deferral / active EE | $8,892 | $4,056+119.2% | $5,116+73.8% | $4,212+111.1% |
| Admin fee / account holder | $6,117 | $7,222-15.3% | $8,919-31.4% | $7,344-16.7% |