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 | $319,113 | $103,376+208.7% | $87,100+266.4% | $152,861+108.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 16.12% | 28.10%-12.0pp | 28.19%-12.1pp | 345.32%-329.2pp |
| Employer contribution / active EE | $11,743 | $3,220+264.6% | $2,521+365.7% | $4,762+146.6% |
| Participant deferral / active EE | $8,045 | $4,778+68.4% | $4,049+98.7% | $5,850+37.5% |
| Admin fee / account holder | $15,799 | $12,205+29.4% | $7,497+110.7% | $11,596+36.2% |