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 | $302,984 | $87,733+245.3% | $106,548+184.4% | $85,850+252.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 20.28% | 21.86%-1.6pp | 26.80%-6.5pp | 318.53%-298.2pp |
| Employer contribution / active EE | $10,226 | $2,073+393.3% | $2,819+262.8% | $2,565+298.6% |
| Participant deferral / active EE | $8,575 | $3,469+147.2% | $4,398+95.0% | $3,952+117.0% |
| Admin fee / account holder | $5,291 | $6,767-21.8% | $7,407-28.6% | $6,260-15.5% |