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 | $311,808 | $104,974+197.0% | $95,585+226.2% | $142,382+119.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.52% | 210.33%-196.8pp | 38.56%-25.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $19,775 | $2,779+611.7% | $2,527+682.7% | $4,299+360.0% |
| Participant deferral / active EE | $8,036 | $4,352+84.6% | $4,023+99.8% | $6,507+23.5% |
| Admin fee / account holder | $1,433 | $6,386-77.6% | $6,127-76.6% | $12,624-88.6% |