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 | $482,022 | $117,841+309.0% | $102,423+370.6% | $145,922+230.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.76% | 31.65%-20.9pp | 29.32%-18.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $21,333 | $3,615+490.2% | $3,023+605.6% | $4,660+357.8% |
| Participant deferral / active EE | $15,333 | $5,731+167.6% | $5,053+203.5% | $6,688+129.3% |
| Admin fee / account holder | $5,477 | $13,326-58.9% | $9,451-42.0% | $13,397-59.1% |