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 | $441,544 | $157,256+180.8% | $141,162+212.8% | $152,861+188.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.01% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $12,582 | $5,261+139.2% | $4,735+165.7% | $4,762+164.2% |
| Participant deferral / active EE | $11,707 | $7,109+64.7% | $6,709+74.5% | $5,850+100.1% |
| Admin fee / account holder | $4,858 | $12,120-59.9% | $10,261-52.7% | $11,596-58.1% |