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 | $318,639 | $157,256+102.6% | $141,162+125.7% | $152,861+108.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.44% | 64.32%-44.9pp | 71.39%-51.9pp | 345.32%-325.9pp |
| Employer contribution / active EE | $16,167 | $5,261+207.3% | $4,735+241.4% | $4,762+239.5% |
| Participant deferral / active EE | $12,718 | $7,109+78.9% | $6,709+89.6% | $5,850+117.4% |
| Admin fee / account holder | $5,556 | $12,120-54.2% | $10,261-45.9% | $11,596-52.1% |