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 | $267,044 | $48,795+447.3% | $65,493+307.7% | $84,808+214.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.56% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $11,475 | $1,930+494.6% | $2,574+345.7% | $2,631+336.1% |
| Participant deferral / active EE | $11,988 | $2,928+309.4% | $3,961+202.7% | $4,212+184.7% |
| Admin fee / account holder | $20,374 | $3,877+425.5% | $5,028+305.2% | $7,344+177.4% |