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 | $426,091 | $176,377+141.6% | $134,143+217.6% | $158,922+168.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 4.25% | 63.63%-59.4pp | 36.33%-32.1pp | 302.83%-298.6pp |
| Employer contribution / active EE | $4,811 | $5,040-4.6% | $3,704+29.9% | $4,761+1.0% |
| Participant deferral / active EE | $17,109 | $4,091+318.2% | $3,499+389.0% | $5,982+186.0% |
| Admin fee / account holder | $4,276 | $8,718-50.9% | $6,684-36.0% | $11,246-62.0% |