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 | $456,283 | $121,625+275.2% | $104,607+336.2% | $158,922+187.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.41% | 465.26%-456.8pp | 340.46%-332.1pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,429 | $3,163-23.2% | $2,681-9.4% | $4,761-49.0% |
| Participant deferral / active EE | $25,000 | $4,177+498.5% | $3,740+568.5% | $5,982+317.9% |
| Admin fee / account holder | $4,590 | $7,787-41.1% | $6,473-29.1% | $11,246-59.2% |