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 | $429,262 | $98,240+337.0% | $82,313+421.5% | $147,584+190.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.18% | 30.85%-12.7pp | 25.88%-7.7pp | 578.55%-560.4pp |
| Employer contribution / active EE | $8,225 | $3,192+157.7% | $2,428+238.7% | $4,876+68.7% |
| Participant deferral / active EE | $7,405 | $4,383+68.9% | $3,706+99.8% | $5,439+36.1% |
| Admin fee / account holder | $3,213 | $8,563-62.5% | $5,608-42.7% | $10,885-70.5% |