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 | $257,184 | $117,983+118.0% | $101,794+152.7% | $142,382+80.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.91% | 36.92%-21.0pp | 30.53%-14.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $10,544 | $2,773+280.3% | $2,289+360.6% | $4,299+145.3% |
| Participant deferral / active EE | $7,626 | $4,714+61.8% | $4,084+86.7% | $6,507+17.2% |
| Admin fee / account holder | $2,977 | $10,433-71.5% | $8,777-66.1% | $12,624-76.4% |