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 | $390,294 | $102,616+280.3% | $81,983+376.1% | $158,922+145.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 7.17% | 61.04%-53.9pp | 41.31%-34.1pp | 302.83%-295.7pp |
| Employer contribution / active EE | $5,567 | $3,240+71.8% | $2,498+122.8% | $4,761+16.9% |
| Participant deferral / active EE | $11,547 | $4,648+148.4% | $3,722+210.2% | $5,982+93.0% |
| Admin fee / account holder | $2,065 | $8,235-74.9% | $5,664-63.5% | $11,246-81.6% |