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 | $251,930 | $97,744+157.7% | $103,476+143.5% | $145,922+72.6% |
| Participation rate | 95.0% | 81.1%+13.9pp | 80.5%+14.5pp | 80.3%+14.7pp |
| Annual return | 13.51% | 25.41%-11.9pp | 23.90%-10.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $10,039 | $4,677+114.7% | $4,672+114.9% | $4,660+115.4% |
| Participant deferral / active EE | $3,414 | $6,603-48.3% | $6,623-48.4% | $6,688-49.0% |
| Admin fee / account holder | $4,815 | $12,515-61.5% | $9,413-48.8% | $13,397-64.1% |