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 | $366,373 | $118,849+208.3% | $96,562+279.4% | $167,490+118.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 18.32% | 50.49%-32.2pp | 37.78%-19.5pp | 478.56%-460.2pp |
| Employer contribution / active EE | $5,530 | $3,120+77.3% | $2,356+134.7% | $4,837+14.3% |
| Participant deferral / active EE | $4,328 | $4,616-6.2% | $3,849+12.5% | $6,341-31.7% |
| Admin fee / account holder | $4,509 | $8,065-44.1% | $6,181-27.1% | $12,309-63.4% |