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 | $360,443 | $111,754+222.5% | $103,333+248.8% | $145,922+147.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 24.86% | 24.77%+0.1pp | 24.88%0pp | 561.29%-536.4pp |
| Employer contribution / active EE | $6,804 | $4,212+61.5% | $3,868+75.9% | $4,660+46.0% |
| Participant deferral / active EE | $11,816 | $5,619+110.3% | $5,057+133.6% | $6,688+76.7% |
| Admin fee / account holder | $43,729 | $9,750+348.5% | $8,355+423.4% | $13,397+226.4% |