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 | $343,706 | $152,587+125.3% | $125,175+174.6% | $152,861+124.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.54% | 54.84%-31.3pp | 43.79%-20.2pp | 345.32%-321.8pp |
| Employer contribution / active EE | $5,676 | $4,946+14.8% | $3,865+46.8% | $4,762+19.2% |
| Participant deferral / active EE | $16,667 | $5,868+184.0% | $4,937+237.6% | $5,850+184.9% |
| Admin fee / account holder | $100,170 | $13,434+645.6% | $9,702+932.5% | $11,596+763.8% |