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 | $258,110 | $89,753+187.6% | $107,525+140.0% | $84,808+204.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 17.85% | 29.48%-11.6pp | 181.32%-163.5pp | 40.90%-23.0pp |
| Employer contribution / active EE | $10,059 | $3,113+223.1% | $3,754+168.0% | $2,631+282.3% |
| Participant deferral / active EE | $6,492 | $4,056+60.0% | $5,116+26.9% | $4,212+54.1% |
| Admin fee / account holder | $3,352 | $7,222-53.6% | $8,919-62.4% | $7,344-54.4% |