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 | $417,141 | $140,940+196.0% | $112,229+271.7% | $139,434+199.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.65% | 32.71%-15.1pp | 30.20%-12.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $13,567 | $4,283+216.7% | $3,430+295.5% | $4,751+185.6% |
| Participant deferral / active EE | $5,233 | $5,874-10.9% | $4,798+9.1% | $6,710-22.0% |
| Admin fee / account holder | $13,369 | $9,954+34.3% | $7,748+72.5% | $11,403+17.2% |