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 | $443,669 | $124,281+257.0% | $109,143+306.5% | $167,490+164.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.57% | 26.04%-11.5pp | 25.75%-11.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $10,000 | $4,207+137.7% | $3,722+168.7% | $4,837+106.7% |
| Participant deferral / active EE | $2,406 | $5,255-54.2% | $4,653-48.3% | $6,341-62.1% |
| Admin fee / account holder | $1,130 | $7,970-85.8% | $6,752-83.3% | $12,309-90.8% |