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 | $254,287 | $94,338+169.5% | $100,534+152.9% | $142,382+78.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.29% | 29.20%-11.9pp | 32.66%-15.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $3,282 | $4,237-22.5% | $4,346-24.5% | $4,299-23.7% |
| Participant deferral / active EE | $9,709 | $5,934+63.6% | $6,144+58.0% | $6,507+49.2% |
| Admin fee / account holder | $19,448 | $8,421+130.9% | $7,654+154.1% | $12,624+54.1% |