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 5-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 | $307,325 | $54,705+461.8% | $71,209+331.6% | $84,808+262.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.74% | 35.90%-20.2pp | 282.51%-266.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $16,353 | $2,158+657.8% | $2,721+501.0% | $2,631+521.6% |
| Participant deferral / active EE | $17,124 | $3,030+465.1% | $4,175+310.1% | $4,212+306.6% |
| Admin fee / account holder | $1,045 | $4,863-78.5% | $5,349-80.5% | $7,344-85.8% |