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 | $377,886 | $106,543+254.7% | $91,220+314.3% | $134,475+181.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 8.85% | 160.60%-151.8pp | 114.01%-105.2pp | 417.96%-409.1pp |
| Employer contribution / active EE | $8,634 | $3,331+159.2% | $2,850+202.9% | $4,740+82.2% |
| Participant deferral / active EE | $13,516 | $4,719+186.4% | $4,234+219.3% | $6,400+111.2% |
| Admin fee / account holder | $1,111 | $6,231-82.2% | $5,420-79.5% | $11,426-90.3% |