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 | $399,216 | $201,272+98.3% | $184,203+116.7% | $145,922+173.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.80% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $11,514 | $7,022+64.0% | $6,427+79.1% | $4,660+147.1% |
| Participant deferral / active EE | $14,242 | $9,806+45.2% | $9,131+56.0% | $6,688+113.0% |
| Admin fee / account holder | $6,039 | $16,364-63.1% | $13,901-56.6% | $13,397-54.9% |