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 | $456,337 | $77,419+489.4% | $69,455+557.0% | $152,861+198.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 26.16% | 39.06%-12.9pp | 28.97%-2.8pp | 345.32%-319.2pp |
| Employer contribution / active EE | $8,704 | $3,315+162.5% | $2,779+213.2% | $4,762+82.8% |
| Participant deferral / active EE | $10,776 | $4,414+144.1% | $3,535+204.8% | $5,850+84.2% |
| Admin fee / account holder | $2,584 | $6,207-58.4% | $3,839-32.7% | $11,596-77.7% |