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 | $422,919 | $97,744+332.7% | $103,476+308.7% | $145,922+189.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.37% | 25.41%-14.0pp | 23.90%-12.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $8,651 | $4,677+85.0% | $4,672+85.2% | $4,660+85.7% |
| Participant deferral / active EE | $10,642 | $6,603+61.2% | $6,623+60.7% | $6,688+59.1% |
| Admin fee / account holder | $62,800 | $12,515+401.8% | $9,413+567.2% | $13,397+368.8% |