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 | $658,152 | $154,117+327.0% | $129,995+406.3% | $139,434+372.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.63% | 32.48%-11.8pp | -137.18%+157.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,838 | $5,289-8.5% | $4,320+12.0% | $4,751+1.8% |
| Participant deferral / active EE | $17,581 | $6,710+162.0% | $5,820+202.1% | $6,710+162.0% |
| Admin fee / account holder | $6,021 | $14,007-57.0% | $10,614-43.3% | $11,403-47.2% |