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 | $378,373 | $99,877+278.8% | $84,966+345.3% | $145,922+159.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.29% | 83.76%-73.5pp | 66.38%-56.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,823 | $3,231-12.6% | $2,727+3.5% | $4,660-39.4% |
| Participant deferral / active EE | $16,586 | $5,291+213.5% | $4,519+267.0% | $6,688+148.0% |
| Admin fee / account holder | $55,463 | $7,248+665.2% | $6,149+802.0% | $13,397+314.0% |