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 | $311,971 | $91,538+240.8% | $129,995+140.0% | $75,163+315.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.69% | -631.11%+644.8pp | -137.18%+150.9pp | 160.62%-146.9pp |
| Employer contribution / active EE | $12,401 | $2,845+335.9% | $4,320+187.1% | $2,670+364.5% |
| Participant deferral / active EE | $9,338 | $4,341+115.1% | $5,820+60.4% | $4,125+126.4% |
| Admin fee / account holder | $3,780 | $6,790-44.3% | $10,614-64.4% | $5,651-33.1% |