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 | $349,300 | $59,101+491.0% | $77,163+352.7% | $75,163+364.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.44% | 26.71%-10.3pp | 37.87%-21.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $8,528 | $1,995+327.4% | $2,535+236.4% | $2,670+219.4% |
| Participant deferral / active EE | $2,614 | $2,999-12.8% | $3,833-31.8% | $4,125-36.6% |
| Admin fee / account holder | $14,576 | $4,774+205.3% | $5,472+166.4% | $5,651+157.9% |