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 | $472,214 | $176,812+167.1% | $146,665+222.0% | $167,490+181.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.27% | 24.03%-11.8pp | 22.74%-10.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $5,813 | $5,160+12.6% | $4,136+40.5% | $4,837+20.2% |
| Participant deferral / active EE | $11,082 | $6,440+72.1% | $5,506+101.3% | $6,341+74.8% |
| Admin fee / account holder | $9,044 | $13,259-31.8% | $10,280-12.0% | $12,309-26.5% |