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 | $437,220 | $70,606+519.2% | $53,898+711.2% | $142,382+207.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 8.56% | 619.81%-611.2pp | 528.60%-520.0pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,250 | $1,202+4.0% | $932+34.1% | $4,299-70.9% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $731 | $2,852-74.4% | $2,491-70.7% | $12,624-94.2% |