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 | $413,276 | $183,519+125.2% | $155,509+165.8% | $145,922+183.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.51% | 61.17%-33.7pp | 64.67%-37.2pp | 561.29%-533.8pp |
| Employer contribution / active EE | $8,000 | $5,313+50.6% | $4,672+71.2% | $4,660+71.7% |
| Participant deferral / active EE | $8,400 | $6,462+30.0% | $5,626+49.3% | $6,688+25.6% |
| Admin fee / account holder | $3,395 | $19,313-82.4% | $15,912-78.7% | $13,397-74.7% |