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 | $405,880 | $144,119+181.6% | $117,854+244.4% | $147,584+175.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.44% | 531.15%-518.7pp | 335.08%-322.6pp | 578.55%-566.1pp |
| Employer contribution / active EE | $3,314 | $4,896-32.3% | $3,786-12.5% | $4,876-32.0% |
| Participant deferral / active EE | $8,000 | $5,316+50.5% | $4,482+78.5% | $5,439+47.1% |
| Admin fee / account holder | $8,500 | $10,886-21.9% | $8,020+6.0% | $10,885-21.9% |