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 | $284,346 | $97,744+190.9% | $103,476+174.8% | $145,922+94.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.34% | 25.41%-8.1pp | 23.90%-6.6pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,784 | $4,677-40.5% | $4,672-40.4% | $4,660-40.3% |
| Participant deferral / active EE | $8,433 | $6,603+27.7% | $6,623+27.3% | $6,688+26.1% |
| Admin fee / account holder | $1,315 | $12,515-89.5% | $9,413-86.0% | $13,397-90.2% |