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 | $328,666 | $104,664+214.0% | $85,682+283.6% | $167,490+96.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 16.79% | 21.45%-4.7pp | 21.49%-4.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,702 | $3,337+10.9% | $2,618+41.4% | $4,837-23.5% |
| Participant deferral / active EE | $4,804 | $4,824-0.4% | $3,923+22.5% | $6,341-24.2% |
| Admin fee / account holder | $26,817 | $10,032+167.3% | $6,873+290.2% | $12,309+117.9% |