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 | $270,520 | $49,227+449.5% | $70,449+284.0% | $79,858+238.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.09% | 30.06%-16.0pp | 109.03%-94.9pp | 31.71%-17.6pp |
| Employer contribution / active EE | $6,395 | $2,099+204.7% | $2,737+133.7% | $2,471+158.8% |
| Participant deferral / active EE | $9,463 | $2,768+241.9% | $3,709+155.2% | $3,740+153.0% |
| Admin fee / account holder | $6,356 | $2,878+120.8% | $3,845+65.3% | $5,306+19.8% |