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 | $317,969 | $89,753+254.3% | $107,525+195.7% | $84,808+274.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.43% | 29.48%-13.0pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $5,184 | $3,113+66.5% | $3,754+38.1% | $2,631+97.0% |
| Participant deferral / active EE | $4,814 | $4,056+18.7% | $5,116-5.9% | $4,212+14.3% |
| Admin fee / account holder | $2,994 | $7,222-58.5% | $8,919-66.4% | $7,344-59.2% |