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 | $339,966 | $95,266+256.9% | $82,389+312.6% | $142,382+138.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.30% | 25.74%-7.4pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,970 | $2,991+133.0% | $2,517+176.9% | $4,299+62.1% |
| Participant deferral / active EE | $13,024 | $4,809+170.8% | $4,155+213.5% | $6,507+100.2% |
| Admin fee / account holder | $5,769 | $8,563-32.6% | $7,231-20.2% | $12,624-54.3% |