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 | $297,316 | $127,065+134.0% | $113,168+162.7% | $142,382+108.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.56% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $18,374 | $3,442+433.8% | $2,975+517.6% | $4,299+327.4% |
| Participant deferral / active EE | $10,311 | $5,716+80.4% | $5,107+101.9% | $6,507+58.4% |
| Admin fee / account holder | $5,650 | $15,736-64.1% | $12,068-53.2% | $12,624-55.2% |