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 | $331,251 | $108,172+206.2% | $77,482+327.5% | $158,922+108.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 6.38% | 31.67%-25.3pp | 54.79%-48.4pp | 302.83%-296.4pp |
| Employer contribution / active EE | $4,063 | $1,325+206.6% | $986+311.8% | $4,761-14.7% |
| Participant deferral / active EE | $10,563 | $2,456+330.0% | $1,861+467.5% | $5,982+76.6% |
| Admin fee / account holder | $18,182 | $3,708+390.4% | $2,858+536.2% | $11,246+61.7% |