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 | $265,247 | $54,705+384.9% | $71,209+272.5% | $84,808+212.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 14.86% | 35.90%-21.0pp | 282.51%-267.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $11,881 | $2,158+450.6% | $2,721+336.7% | $2,631+351.6% |
| Participant deferral / active EE | $11,291 | $3,030+272.6% | $4,175+170.4% | $4,212+168.1% |
| Admin fee / account holder | $5,771 | $4,863+18.7% | $5,349+7.9% | $7,344-21.4% |