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 | $303,017 | $121,625+149.1% | $104,607+189.7% | $158,922+90.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.14% | 465.26%-458.1pp | 340.46%-333.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $7,141 | $3,163+125.8% | $2,681+166.4% | $4,761+50.0% |
| Participant deferral / active EE | $9,038 | $4,177+116.4% | $3,740+141.7% | $5,982+51.1% |
| Admin fee / account holder | $2,981 | $7,787-61.7% | $6,473-53.9% | $11,246-73.5% |