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 | $366,095 | $124,319+194.5% | $111,297+228.9% | $167,490+118.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.59% | 37.44%-20.8pp | 54.65%-38.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,772 | $3,435-19.3% | $2,731+1.5% | $4,837-42.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $25,000 | $10,618+135.5% | $7,964+213.9% | $12,309+103.1% |