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 | $440,134 | $117,841+273.5% | $102,423+329.7% | $145,922+201.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.23% | 31.65%-17.4pp | 29.32%-15.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $14,040 | $3,615+288.4% | $3,023+364.4% | $4,660+201.3% |
| Participant deferral / active EE | $12,815 | $5,731+123.6% | $5,053+153.6% | $6,688+91.6% |
| Admin fee / account holder | $938 | $13,326-93.0% | $9,451-90.1% | $13,397-93.0% |