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 | $290,694 | $54,705+431.4% | $71,209+308.2% | $84,808+242.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.20% | 35.90%-21.7pp | 282.51%-268.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $9,063 | $2,158+320.0% | $2,721+233.1% | $2,631+244.5% |
| Participant deferral / active EE | $3,722 | $3,030+22.8% | $4,175-10.9% | $4,212-11.6% |
| Admin fee / account holder | $20,812 | $4,863+327.9% | $5,349+289.1% | $7,344+183.4% |