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 | $403,042 | $135,635+197.2% | $110,238+265.6% | $135,375+197.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.31% | 513.19%-506.9pp | 314.74%-308.4pp | 519.73%-513.4pp |
| Employer contribution / active EE | $5,871 | $4,906+19.7% | $3,826+53.4% | $4,779+22.8% |
| Participant deferral / active EE | $12,050 | $5,506+118.8% | $4,672+157.9% | $5,609+114.8% |
| Admin fee / account holder | $3,577 | $11,457-68.8% | $8,547-58.2% | $10,827-67.0% |