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 | $405,357 | $159,602+154.0% | $150,045+170.2% | $142,382+184.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.29% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $11,452 | $4,961+130.9% | $4,693+144.0% | $4,299+166.4% |
| Participant deferral / active EE | $10,172 | $8,310+22.4% | $7,997+27.2% | $6,507+56.3% |
| Admin fee / account holder | $5,848 | $14,846-60.6% | $13,435-56.5% | $12,624-53.7% |