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 | $374,531 | $104,664+257.8% | $85,682+337.1% | $167,490+123.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.75% | 21.45%-10.7pp | 21.49%-10.7pp | 478.56%-467.8pp |
| Employer contribution / active EE | $14,148 | $3,337+324.0% | $2,618+440.3% | $4,837+192.5% |
| Participant deferral / active EE | $5,065 | $4,824+5.0% | $3,923+29.1% | $6,341-20.1% |
| Admin fee / account holder | $43,545 | $10,032+334.1% | $6,873+533.6% | $12,309+253.8% |