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 | $316,515 | $154,117+105.4% | $129,995+143.5% | $139,434+127.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.37% | 32.48%-15.1pp | -137.18%+154.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $11,814 | $5,289+123.4% | $4,320+173.5% | $4,751+148.7% |
| Participant deferral / active EE | $9,887 | $6,710+47.3% | $5,820+69.9% | $6,710+47.3% |
| Admin fee / account holder | $3,602 | $14,007-74.3% | $10,614-66.1% | $11,403-68.4% |