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 | $359,236 | $176,812+103.2% | $146,665+144.9% | $167,490+114.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.06% | 24.03%-8.0pp | 22.74%-6.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $13,600 | $5,160+163.6% | $4,136+228.8% | $4,837+181.1% |
| Participant deferral / active EE | $6,988 | $6,440+8.5% | $5,506+26.9% | $6,341+10.2% |
| Admin fee / account holder | $963 | $13,259-92.7% | $10,280-90.6% | $12,309-92.2% |