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 | $344,390 | $73,933+365.8% | $96,683+256.2% | $75,163+358.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 15.37% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $9,239 | $2,928+215.6% | $3,737+147.2% | $2,670+246.1% |
| Participant deferral / active EE | $4,523 | $3,659+23.6% | $4,878-7.3% | $4,125+9.6% |
| Admin fee / account holder | $44,260 | $5,216+748.5% | $6,730+557.7% | $5,651+683.2% |