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 | $405,839 | $104,974+286.6% | $95,585+324.6% | $142,382+185.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.96% | 210.33%-191.4pp | 38.56%-19.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,034 | $2,779-26.8% | $2,527-19.5% | $4,299-52.7% |
| Participant deferral / active EE | $2,034 | $4,352-53.3% | $4,023-49.4% | $6,507-68.7% |
| Admin fee / account holder | $4,487 | $6,386-29.7% | $6,127-26.8% | $12,624-64.5% |