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 | $253,300 | $90,503+179.9% | $78,689+221.9% | $273,961-7.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.14% | 75.60%-70.5pp | 62.18%-57.0pp | 41.45%-36.3pp |
| Employer contribution / active EE | $10,407 | $3,176+227.7% | $2,851+265.1% | $4,869+113.8% |
| Participant deferral / active EE | $6,868 | $3,901+76.0% | $3,517+95.3% | $5,287+29.9% |
| Admin fee / account holder | $26,223 | $5,263+398.2% | $4,510+481.4% | $10,132+158.8% |