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 | $336,786 | $99,877+237.2% | $84,966+296.4% | $145,922+130.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.92% | 83.76%-65.8pp | 66.38%-48.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $31,335 | $3,231+869.7% | $2,727+1049.0% | $4,660+572.5% |
| Participant deferral / active EE | $21,167 | $5,291+300.1% | $4,519+368.4% | $6,688+216.5% |
| Admin fee / account holder | $1,971 | $7,248-72.8% | $6,149-67.9% | $13,397-85.3% |