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 | $260,917 | $60,022+334.7% | $88,946+193.3% | $84,808+207.7% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 17.29% | 22.43%-5.1pp | 57.82%-40.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $5,113 | $1,703+200.3% | $2,555+100.1% | $2,631+94.3% |
| Participant deferral / active EE | $13,733 | $3,114+341.1% | $4,581+199.8% | $4,212+226.1% |
| Admin fee / account holder | $6,972 | $4,811+44.9% | $8,261-15.6% | $7,344-5.1% |