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 | $310,652 | $227,553+36.5% | $189,557+63.9% | $167,490+85.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.47% | 78.40%-67.9pp | 64.17%-53.7pp | 478.56%-468.1pp |
| Employer contribution / active EE | $23,978 | $5,316+351.0% | $4,412+443.4% | $4,837+395.7% |
| Participant deferral / active EE | $6,303 | $7,002-10.0% | $6,174+2.1% | $6,341-0.6% |
| Admin fee / account holder | $8,069 | $11,878-32.1% | $9,807-17.7% | $12,309-34.4% |