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 | $343,317 | $57,354+498.6% | $83,848+309.5% | $64,186+434.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 8.95% | 11.38%-2.4pp | 850.88%-841.9pp | 7.63%+1.3pp |
| Employer contribution / active EE | $10,175 | $2,545+299.8% | $3,631+180.3% | $2,381+327.4% |
| Participant deferral / active EE | $8,340 | $2,993+178.6% | $4,082+104.3% | $3,470+140.4% |
| Admin fee / account holder | $796 | $4,046-80.3% | $5,478-85.5% | $4,888-83.7% |