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 | $404,659 | $99,079+308.4% | $77,999+418.8% | $273,961+47.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.42% | 217.93%-212.5pp | 425.96%-420.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,593 | $3,308-21.6% | $2,470+5.0% | $4,869-46.8% |
| Participant deferral / active EE | $13,856 | $4,306+221.8% | $3,497+296.2% | $5,287+162.1% |
| Admin fee / account holder | $16,116 | $8,954+80.0% | $5,480+194.1% | $10,132+59.1% |