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 | $444,077 | $107,934+311.4% | $91,989+382.8% | $152,861+190.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.45% | 89.24%-63.8pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $9,461 | $4,210+124.7% | $3,452+174.1% | $4,762+98.7% |
| Participant deferral / active EE | $18,406 | $6,364+189.2% | $5,923+210.8% | $5,850+214.6% |
| Admin fee / account holder | $2,130 | $10,520-79.8% | $7,743-72.5% | $11,596-81.6% |