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 | $367,094 | $117,841+211.5% | $102,423+258.4% | $145,922+151.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.23% | 31.65%-13.4pp | 29.32%-11.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $6,438 | $3,615+78.1% | $3,023+112.9% | $4,660+38.2% |
| Participant deferral / active EE | $8,591 | $5,731+49.9% | $5,053+70.0% | $6,688+28.5% |
| Admin fee / account holder | $4,103 | $13,326-69.2% | $9,451-56.6% | $13,397-69.4% |