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 | $455,324 | $133,922+240.0% | $116,228+291.8% | $142,382+219.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.94% | 147.76%-129.8pp | 90.06%-72.1pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,758 | $3,446+125.2% | $2,994+159.1% | $4,299+80.5% |
| Participant deferral / active EE | $8,457 | $5,672+49.1% | $4,953+70.7% | $6,507+30.0% |
| Admin fee / account holder | $10,254 | $14,945-31.4% | $11,989-14.5% | $12,624-18.8% |