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 | $395,612 | $110,257+258.8% | $96,544+309.8% | $139,434+183.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.64% | 26.32%-11.7pp | 25.84%-11.2pp | 372.94%-358.3pp |
| Employer contribution / active EE | $6,250 | $3,620+72.7% | $2,965+110.8% | $4,751+31.6% |
| Participant deferral / active EE | $10,624 | $5,548+91.5% | $4,851+119.0% | $6,710+58.3% |
| Admin fee / account holder | $1,202 | $11,591-89.6% | $8,252-85.4% | $11,403-89.5% |