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 | $334,914 | $98,240+240.9% | $82,313+306.9% | $147,584+126.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 24.31% | 30.85%-6.5pp | 25.88%-1.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $29,131 | $3,192+812.7% | $2,428+1099.6% | $4,876+497.4% |
| Participant deferral / active EE | $4,131 | $4,383-5.8% | $3,706+11.5% | $5,439-24.1% |
| Admin fee / account holder | $5,692 | $8,563-33.5% | $5,608+1.5% | $10,885-47.7% |