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 | $432,365 | $152,587+183.4% | $125,175+245.4% | $152,861+182.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.69% | 54.84%-40.2pp | 43.79%-29.1pp | 345.32%-330.6pp |
| Employer contribution / active EE | $2,080 | $4,946-57.9% | $3,865-46.2% | $4,762-56.3% |
| Participant deferral / active EE | $23,750 | $5,868+304.7% | $4,937+381.1% | $5,850+306.0% |
| Admin fee / account holder | $14,734 | $13,434+9.7% | $9,702+51.9% | $11,596+27.1% |