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 | $277,804 | $95,266+191.6% | $82,389+237.2% | $142,382+95.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.33% | 25.74%-11.4pp | 28.67%-14.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $21,585 | $2,991+621.6% | $2,517+757.6% | $4,299+402.1% |
| Participant deferral / active EE | $14,081 | $4,809+192.8% | $4,155+238.9% | $6,507+116.4% |
| Admin fee / account holder | $104,074 | $8,563+1115.3% | $7,231+1339.3% | $12,624+724.4% |