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 | $375,812 | $103,376+263.5% | $87,100+331.5% | $152,861+145.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.45% | 28.10%-6.6pp | 28.19%-6.7pp | 345.32%-323.9pp |
| Employer contribution / active EE | $6,406 | $3,220+98.9% | $2,521+154.1% | $4,762+34.5% |
| Participant deferral / active EE | $7,549 | $4,778+58.0% | $4,049+86.5% | $5,850+29.0% |
| Admin fee / account holder | $13,683 | $12,205+12.1% | $7,497+82.5% | $11,596+18.0% |