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 | $304,741 | $117,841+158.6% | $102,423+197.5% | $145,922+108.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.89% | 31.65%-13.8pp | 29.32%-11.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $3,575 | $3,615-1.1% | $3,023+18.3% | $4,660-23.3% |
| Participant deferral / active EE | $10,839 | $5,731+89.1% | $5,053+114.5% | $6,688+62.1% |
| Admin fee / account holder | $14,768 | $13,326+10.8% | $9,451+56.3% | $13,397+10.2% |