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 | $276,938 | $127,264+117.6% | $109,895+152.0% | $167,490+65.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 14.63% | 22.97%-8.3pp | 29.45%-14.8pp | 478.56%-463.9pp |
| Employer contribution / active EE | $12,375 | $3,322+272.5% | $2,842+335.4% | $4,837+155.8% |
| Participant deferral / active EE | $5,263 | $4,514+16.6% | $4,048+30.0% | $6,341-17.0% |
| Admin fee / account holder | $2,792 | $7,114-60.8% | $6,066-54.0% | $12,309-77.3% |