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 | $342,587 | $64,324+432.6% | $118,925+188.1% | $79,858+329.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 12.49% | 86.45%-74.0pp | 35.88%-23.4pp | 31.71%-19.2pp |
| Employer contribution / active EE | $29,152 | $1,836+1487.6% | $3,263+793.5% | $2,471+1079.8% |
| Participant deferral / active EE | $15,892 | $2,824+462.8% | $4,265+272.6% | $3,740+324.9% |
| Admin fee / account holder | $346 | $4,040-91.4% | $6,581-94.7% | $5,306-93.5% |