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 | $253,666 | $104,974+141.6% | $95,585+165.4% | $142,382+78.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.61% | 210.33%-198.7pp | 38.56%-26.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $6,777 | $2,779+143.9% | $2,527+168.2% | $4,299+57.6% |
| Participant deferral / active EE | $31,500 | $4,352+623.8% | $4,023+683.1% | $6,507+384.1% |
| Admin fee / account holder | $2,486 | $6,386-61.1% | $6,127-59.4% | $12,624-80.3% |