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 | $257,164 | $48,230+433.2% | $67,502+281.0% | $80,856+218.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 18.17% | 18.28%-0.1pp | 3512.12%-3494.0pp | 35.59%-17.4pp |
| Employer contribution / active EE | $23,115 | $2,020+1044.5% | $2,731+746.4% | $2,755+739.1% |
| Participant deferral / active EE | $6,964 | $2,924+138.2% | $4,000+74.1% | $4,296+62.1% |
| Admin fee / account holder | $16,703 | $3,681+353.7% | $3,998+317.8% | $6,918+141.4% |