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 8-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 | $430,473 | $201,272+113.9% | $184,203+133.7% | $145,922+195.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.30% | 29.00%-4.7pp | 28.81%-4.5pp | 561.29%-537.0pp |
| Employer contribution / active EE | $3,420 | $7,022-51.3% | $6,427-46.8% | $4,660-26.6% |
| Participant deferral / active EE | $10,191 | $9,806+3.9% | $9,131+11.6% | $6,688+52.4% |
| Admin fee / account holder | $391,687 | $16,364+2293.6% | $13,901+2717.7% | $13,397+2823.7% |