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 | $258,363 | $95,266+171.2% | $82,389+213.6% | $142,382+81.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 16.54% | 25.74%-9.2pp | 28.67%-12.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $12,587 | $2,991+320.8% | $2,517+400.1% | $4,299+192.8% |
| Participant deferral / active EE | $11,851 | $4,809+146.4% | $4,155+185.2% | $6,507+82.1% |
| Admin fee / account holder | $1,432 | $8,563-83.3% | $7,231-80.2% | $12,624-88.7% |