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 | $262,550 | $124,319+111.2% | $111,297+135.9% | $167,490+56.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 12.39% | 37.44%-25.0pp | 54.65%-42.3pp | 478.56%-466.2pp |
| Employer contribution / active EE | $6,128 | $3,435+78.4% | $2,731+124.4% | $4,837+26.7% |
| Participant deferral / active EE | $6,656 | $5,180+28.5% | $4,487+48.3% | $6,341+5.0% |
| Admin fee / account holder | $30,262 | $10,618+185.0% | $7,964+280.0% | $12,309+145.9% |