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 | $395,139 | $101,069+291.0% | $81,478+385.0% | $147,584+167.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 18.18% | 32.40%-14.2pp | 38.78%-20.6pp | 578.55%-560.4pp |
| Employer contribution / active EE | $15,588 | $3,205+386.3% | $2,568+507.1% | $4,876+219.7% |
| Participant deferral / active EE | $8,565 | $4,242+101.9% | $3,537+142.2% | $5,439+57.5% |
| Admin fee / account holder | $4,032 | $5,812-30.6% | $4,561-11.6% | $10,885-63.0% |