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 | $412,430 | $124,281+231.9% | $109,143+277.9% | $167,490+146.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 20.19% | 26.04%-5.8pp | 25.75%-5.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $10,152 | $4,207+141.3% | $3,722+172.8% | $4,837+109.9% |
| Participant deferral / active EE | $6,897 | $5,255+31.2% | $4,653+48.2% | $6,341+8.8% |
| Admin fee / account holder | $30,975 | $7,970+288.7% | $6,752+358.7% | $12,309+151.6% |