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 | $410,028 | $98,750+315.2% | $149,696+173.9% | $79,858+413.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.03% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $8,142 | $3,216+153.1% | $4,644+75.3% | $2,471+229.5% |
| Participant deferral / active EE | $9,051 | $5,680+59.3% | $6,842+32.3% | $3,740+142.0% |
| Admin fee / account holder | $1,500 | $6,053-75.2% | $9,309-83.9% | $5,306-71.7% |