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 | $267,019 | $54,705+388.1% | $71,209+275.0% | $84,808+214.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.62% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $16,206 | $2,158+651.0% | $2,721+495.6% | $2,631+516.0% |
| Participant deferral / active EE | $14,198 | $3,030+368.5% | $4,175+240.1% | $4,212+237.1% |
| Admin fee / account holder | $7,719 | $4,863+58.7% | $5,349+44.3% | $7,344+5.1% |