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 | $408,400 | $116,175+251.5% | $93,606+336.3% | $152,861+167.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.71% | 35.96%-12.2pp | 32.76%-9.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,745 | $3,218-45.8% | $2,718-35.8% | $4,762-63.4% |
| Participant deferral / active EE | $8,255 | $4,603+79.3% | $4,069+102.9% | $5,850+41.1% |
| Admin fee / account holder | $16,700 | $10,748+55.4% | $7,888+111.7% | $11,596+44.0% |