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 | $409,291 | $98,240+316.6% | $82,313+397.2% | $147,584+177.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 11.34% | 30.85%-19.5pp | 25.88%-14.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $4,754 | $3,192+48.9% | $2,428+95.8% | $4,876-2.5% |
| Participant deferral / active EE | $2,860 | $4,383-34.8% | $3,706-22.8% | $5,439-47.4% |
| Admin fee / account holder | $445 | $8,563-94.8% | $5,608-92.1% | $10,885-95.9% |