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 | $277,481 | $46,553+496.1% | $64,056+333.2% | $75,163+269.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.65% | 26.03%-6.4pp | 33.69%-14.0pp | 160.62%-141.0pp |
| Employer contribution / active EE | $16,453 | $1,974+733.6% | $2,747+499.1% | $2,670+516.3% |
| Participant deferral / active EE | $1,504 | $2,837-47.0% | $3,880-61.2% | $4,125-63.5% |
| Admin fee / account holder | $11,183 | $2,952+278.8% | $3,068+264.5% | $5,651+97.9% |