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 5-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 | $391,039 | $99,877+291.5% | $84,966+360.2% | $145,922+168.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.50% | 83.76%-75.3pp | 66.38%-57.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,813 | $3,231-43.9% | $2,727-33.5% | $4,660-61.1% |
| Participant deferral / active EE | $11,310 | $5,291+113.8% | $4,519+150.3% | $6,688+69.1% |
| Admin fee / account holder | $14,500 | $7,248+100.1% | $6,149+135.8% | $13,397+8.2% |