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 | $305,470 | $127,065+140.4% | $113,168+169.9% | $142,382+114.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.69% | 24.03%-13.3pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $4,545 | $3,442+32.1% | $2,975+52.8% | $4,299+5.7% |
| Participant deferral / active EE | $2,828 | $5,716-50.5% | $5,107-44.6% | $6,507-56.5% |
| Admin fee / account holder | $60,371 | $15,736+283.6% | $12,068+400.3% | $12,624+378.2% |