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 | $451,385 | $157,256+187.0% | $141,162+219.8% | $152,861+195.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.14% | 64.32%-48.2pp | 71.39%-55.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $4,171 | $5,261-20.7% | $4,735-11.9% | $4,762-12.4% |
| Participant deferral / active EE | $11,729 | $7,109+65.0% | $6,709+74.8% | $5,850+100.5% |
| Admin fee / account holder | $256,130 | $12,120+2013.3% | $10,261+2396.1% | $11,596+2108.7% |