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 | $271,297 | $152,587+77.8% | $125,175+116.7% | $152,861+77.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.98% | 54.84%-41.9pp | 43.79%-30.8pp | 345.32%-332.3pp |
| Employer contribution / active EE | $25,000 | $4,946+405.4% | $3,865+546.8% | $4,762+425.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11,606 | $13,434-13.6% | $9,702+19.6% | $11,596+0.1% |