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 | $300,996 | $63,346+375.2% | $92,233+226.3% | $70,131+329.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.82% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $9,071 | $2,471+267.1% | $3,679+146.5% | $2,342+287.3% |
| Participant deferral / active EE | $8,419 | $2,854+195.0% | $3,897+116.1% | $3,332+152.7% |
| Admin fee / account holder | $479 | $3,840-87.5% | $5,194-90.8% | $4,645-89.7% |