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 | $336,187 | $117,841+185.3% | $102,423+228.2% | $145,922+130.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.88% | 31.65%-20.8pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $14,032 | $3,615+288.2% | $3,023+364.1% | $4,660+201.1% |
| Participant deferral / active EE | $8,666 | $5,731+51.2% | $5,053+71.5% | $6,688+29.6% |
| Admin fee / account holder | $3,416 | $13,326-74.4% | $9,451-63.9% | $13,397-74.5% |