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 | $306,730 | $58,208+427.0% | $81,812+274.9% | $80,856+279.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.67% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $22,943 | $2,340+880.5% | $2,912+687.8% | $2,755+732.8% |
| Participant deferral / active EE | $6,416 | $3,281+95.5% | $4,319+48.6% | $4,296+49.3% |
| Admin fee / account holder | $4,963 | $4,981-0.4% | $7,386-32.8% | $6,918-28.3% |