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 | $344,835 | $210,648+63.7% | $177,989+93.7% | $145,922+136.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.85% | 385.86%-369.0pp | 294.48%-277.6pp | 561.29%-544.4pp |
| Employer contribution / active EE | $758 | $4,565-83.4% | $3,949-80.8% | $4,660-83.7% |
| Participant deferral / active EE | $6,820 | $6,958-2.0% | $6,276+8.7% | $6,688+2.0% |
| Admin fee / account holder | $66,970 | $12,013+457.5% | $10,363+546.2% | $13,397+399.9% |