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 | $288,202 | $104,974+174.5% | $95,585+201.5% | $142,382+102.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.85% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $11,330 | $2,779+307.8% | $2,527+348.4% | $4,299+163.5% |
| Participant deferral / active EE | $13,051 | $4,352+199.9% | $4,023+224.4% | $6,507+100.6% |
| Admin fee / account holder | $2,519 | $6,386-60.6% | $6,127-58.9% | $12,624-80.0% |