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 | $317,908 | $102,966+208.7% | $90,281+252.1% | $152,861+108.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 17.23% | 95.16%-77.9pp | 78.10%-60.9pp | 345.32%-328.1pp |
| Employer contribution / active EE | $3,827 | $3,139+21.9% | $2,854+34.1% | $4,762-19.6% |
| Participant deferral / active EE | $11,850 | $4,281+176.8% | $3,885+205.0% | $5,850+102.6% |
| Admin fee / account holder | $17,411 | $6,171+182.2% | $5,351+225.4% | $11,596+50.1% |