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 | $365,958 | $90,503+304.4% | $78,689+365.1% | $273,961+33.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.23% | 75.60%-67.4pp | 62.18%-53.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,878 | $3,176+148.1% | $2,851+176.4% | $4,869+61.8% |
| Participant deferral / active EE | $15,288 | $3,901+291.9% | $3,517+334.7% | $5,287+189.2% |
| Admin fee / account holder | $87,330 | $5,263+1559.2% | $4,510+1836.2% | $10,132+761.9% |