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 | $425,101 | $227,553+86.8% | $189,557+124.3% | $167,490+153.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 7.58% | 78.40%-70.8pp | 64.17%-56.6pp | 478.56%-471.0pp |
| Employer contribution / active EE | $8,150 | $5,316+53.3% | $4,412+84.7% | $4,837+68.5% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,341-100.0% |
| Admin fee / account holder | $30,496 | $11,878+156.7% | $9,807+211.0% | $12,309+147.8% |