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 | $335,966 | $104,974+220.0% | $95,585+251.5% | $142,382+136.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.16% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $19,900 | $2,779+616.2% | $2,527+687.6% | $4,299+362.9% |
| Participant deferral / active EE | $2,983 | $4,352-31.5% | $4,023-25.8% | $6,507-54.2% |
| Admin fee / account holder | $22,727 | $6,386+255.9% | $6,127+270.9% | $12,624+80.0% |