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 | $532,027 | $157,256+238.3% | $141,162+276.9% | $152,861+248.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.37% | 64.32%-42.0pp | 71.39%-49.0pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,934 | $5,261-44.2% | $4,735-38.0% | $4,762-38.4% |
| Participant deferral / active EE | $12,650 | $7,109+77.9% | $6,709+88.6% | $5,850+116.2% |
| Admin fee / account holder | $544 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |