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 | $407,842 | $124,319+228.1% | $111,297+266.4% | $167,490+143.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.11% | 37.44%-24.3pp | 54.65%-41.5pp | 478.56%-465.4pp |
| Employer contribution / active EE | $14,128 | $3,435+311.3% | $2,731+417.3% | $4,837+192.1% |
| Participant deferral / active EE | $3,312 | $5,180-36.1% | $4,487-26.2% | $6,341-47.8% |
| Admin fee / account holder | $675 | $10,618-93.6% | $7,964-91.5% | $12,309-94.5% |