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 | $376,775 | $133,958+181.3% | $112,228+235.7% | $134,475+180.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.93% | 47.11%-46.2pp | 27.45%-26.5pp | 417.96%-417.0pp |
| Employer contribution / active EE | $9,517 | $4,038+135.7% | $3,635+161.8% | $4,740+100.8% |
| Participant deferral / active EE | $6,429 | $5,291+21.5% | $4,728+36.0% | $6,400+0.5% |
| Admin fee / account holder | $808 | $7,489-89.2% | $6,410-87.4% | $11,426-92.9% |