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 5-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 | $464,377 | $179,726+158.4% | $156,263+197.2% | $142,382+226.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.94% | 77.86%-66.9pp | 59.47%-48.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $20,000 | $5,069+294.5% | $4,333+361.6% | $4,299+365.2% |
| Participant deferral / active EE | $3,286 | $6,956-52.8% | $6,158-46.6% | $6,507-49.5% |
| Admin fee / account holder | $5,884 | $17,272-65.9% | $14,255-58.7% | $12,624-53.4% |