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 | $336,952 | $91,538+268.1% | $129,995+159.2% | $75,163+348.3% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.13% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $5,769 | $2,845+102.8% | $4,320+33.5% | $2,670+116.1% |
| Participant deferral / active EE | $11,467 | $4,341+164.2% | $5,820+97.0% | $4,125+178.0% |
| Admin fee / account holder | $8,124 | $6,790+19.6% | $10,614-23.5% | $5,651+43.8% |