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 | $277,702 | $101,069+174.8% | $81,478+240.8% | $147,584+88.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.66% | 32.40%-16.7pp | 38.78%-23.1pp | 578.55%-562.9pp |
| Employer contribution / active EE | $26,468 | $3,205+725.8% | $2,568+930.8% | $4,876+442.8% |
| Participant deferral / active EE | $13,200 | $4,242+211.2% | $3,537+273.2% | $5,439+142.7% |
| Admin fee / account holder | $30,000 | $5,812+416.2% | $4,561+557.8% | $10,885+175.6% |