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 | $278,276 | $124,281+123.9% | $109,143+155.0% | $167,490+66.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.55% | 26.04%-13.5pp | 25.75%-13.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $9,668 | $4,207+129.8% | $3,722+159.8% | $4,837+99.9% |
| Participant deferral / active EE | $5,008 | $5,255-4.7% | $4,653+7.6% | $6,341-21.0% |
| Admin fee / account holder | $73,555 | $7,970+822.9% | $6,752+989.4% | $12,309+497.6% |