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 | $301,450 | $77,314+289.9% | $177,989+69.4% | $80,856+272.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.92% | 18.09%-5.2pp | 294.48%-281.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $16,470 | $2,292+618.6% | $3,949+317.1% | $2,755+497.9% |
| Participant deferral / active EE | $10,028 | $4,411+127.4% | $6,276+59.8% | $4,296+133.4% |
| Admin fee / account holder | $4,928 | $7,191-31.5% | $10,363-52.5% | $6,918-28.8% |