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 | $346,186 | $53,516+546.9% | $126,539+173.6% | $84,808+308.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 18.20% | 58.34%-40.1pp | 425.95%-407.7pp | 40.90%-22.7pp |
| Employer contribution / active EE | $17,968 | $1,535+1070.7% | $3,674+389.0% | $2,631+582.9% |
| Participant deferral / active EE | $13,985 | $2,671+423.6% | $4,083+242.5% | $4,212+232.1% |
| Admin fee / account holder | $3,313 | $4,497-26.3% | $6,065-45.4% | $7,344-54.9% |