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 6-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 | $269,431 | $55,415+386.2% | $155,509+73.3% | $74,495+261.7% |
| Participation rate | 83.5% | 61.9%+21.6pp | 78.2%+5.3pp | 67.2%+16.3pp |
| Annual return | 16.02% | 268.50%-252.5pp | 64.67%-48.6pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $12,375 | $2,267+445.8% | $4,672+164.8% | $2,623+371.8% |
| Participant deferral / active EE | $8,372 | $2,836+195.2% | $5,626+48.8% | $4,346+92.6% |
| Admin fee / account holder | $5,240 | $1,738+201.4% | $15,912-67.1% | $1,942+169.8% |