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 | $253,791 | $58,208+336.0% | $81,812+210.2% | $80,856+213.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 14.94% | 41.66%-26.7pp | 773.79%-758.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $16,633 | $2,340+610.8% | $2,912+471.1% | $2,755+503.8% |
| Participant deferral / active EE | $15,600 | $3,281+375.5% | $4,319+261.2% | $4,296+263.2% |
| Admin fee / account holder | $1,589 | $4,981-68.1% | $7,386-78.5% | $6,918-77.0% |