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 | $385,941 | $135,952+183.9% | $123,892+211.5% | $273,961+40.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.61% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $4,446 | $5,170-14.0% | $4,617-3.7% | $4,869-8.7% |
| Participant deferral / active EE | $22,000 | $6,343+246.9% | $5,984+267.6% | $5,287+316.1% |
| Admin fee / account holder | $3,916 | $9,817-60.1% | $8,357-53.1% | $10,132-61.4% |