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 | $347,432 | $96,484+260.1% | $75,886+357.8% | $152,861+127.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 27.96% | 33.98%-6.0pp | 30.76%-2.8pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,412 | $3,309-57.3% | $2,500-43.5% | $4,762-70.4% |
| Participant deferral / active EE | $9,419 | $4,553+106.9% | $3,603+161.4% | $5,850+61.0% |
| Admin fee / account holder | $4,271 | $8,078-47.1% | $5,418-21.2% | $11,596-63.2% |