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 | $291,163 | $154,117+88.9% | $129,995+124.0% | $139,434+108.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 32.48%-16.8pp | -137.18%+152.9pp | 372.94%-357.3pp |
| Employer contribution / active EE | $11,167 | $5,289+111.1% | $4,320+158.5% | $4,751+135.1% |
| Participant deferral / active EE | $9,231 | $6,710+37.6% | $5,820+58.6% | $6,710+37.6% |
| Admin fee / account holder | $924 | $14,007-93.4% | $10,614-91.3% | $11,403-91.9% |