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 | $380,854 | $176,812+115.4% | $146,665+159.7% | $167,490+127.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.61% | 24.03%-5.4pp | 22.74%-4.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $3,902 | $5,160-24.4% | $4,136-5.7% | $4,837-19.3% |
| Participant deferral / active EE | $8,848 | $6,440+37.4% | $5,506+60.7% | $6,341+39.5% |
| Admin fee / account holder | $20,233 | $13,259+52.6% | $10,280+96.8% | $12,309+64.4% |