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 | $300,502 | $56,053+436.1% | $75,972+295.5% | $80,856+271.6% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 13.50% | 20.53%-7.0pp | 359.55%-346.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $19,367 | $1,874+933.4% | $2,685+621.3% | $2,755+603.0% |
| Participant deferral / active EE | $16,163 | $3,052+429.7% | $4,255+279.8% | $4,296+276.3% |
| Admin fee / account holder | $113,297 | $5,234+2064.8% | $6,467+1652.0% | $6,918+1537.7% |