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 | $428,381 | $99,020+332.6% | $86,590+394.7% | $147,584+190.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.10% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.5pp |
| Employer contribution / active EE | $25,253 | $3,132+706.3% | $2,839+789.4% | $4,876+417.9% |
| Participant deferral / active EE | $16,417 | $3,972+313.3% | $3,609+354.9% | $5,439+201.8% |
| Admin fee / account holder | $3,249 | $5,710-43.1% | $4,906-33.8% | $10,885-70.1% |