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 | $345,665 | $96,484+258.3% | $75,886+355.5% | $152,861+126.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 24.15% | 33.98%-9.8pp | 30.76%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $7,943 | $3,309+140.0% | $2,500+217.7% | $4,762+66.8% |
| Participant deferral / active EE | $7,325 | $4,553+60.9% | $3,603+103.3% | $5,850+25.2% |
| Admin fee / account holder | $885 | $8,078-89.0% | $5,418-83.7% | $11,596-92.4% |