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 | $418,164 | $98,750+323.5% | $149,696+179.3% | $79,858+423.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.02% | 27.43%-11.4pp | 276.60%-260.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,989 | $3,216+24.0% | $4,644-14.1% | $2,471+61.4% |
| Participant deferral / active EE | $10,595 | $5,680+86.5% | $6,842+54.9% | $3,740+183.3% |
| Admin fee / account holder | $7,232 | $6,053+19.5% | $9,309-22.3% | $5,306+36.3% |