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 | $418,887 | $111,754+274.8% | $103,333+305.4% | $145,922+187.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.67% | 24.77%-15.1pp | 24.88%-15.2pp | 561.29%-551.6pp |
| Employer contribution / active EE | $4,426 | $4,212+5.1% | $3,868+14.4% | $4,660-5.0% |
| Participant deferral / active EE | $2,197 | $5,619-60.9% | $5,057-56.6% | $6,688-67.1% |
| Admin fee / account holder | $6,247 | $9,750-35.9% | $8,355-25.2% | $13,397-53.4% |