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 | $433,794 | $163,101+166.0% | $136,749+217.2% | $142,382+204.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.86% | 27.54%-12.7pp | 24.33%-9.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,954 | $4,117+44.6% | $3,400+75.1% | $4,299+38.5% |
| Participant deferral / active EE | $12,889 | $5,585+130.8% | $4,692+174.7% | $6,507+98.1% |
| Admin fee / account holder | $68,542 | $14,318+378.7% | $11,386+502.0% | $12,624+443.0% |