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 | $388,321 | $109,327+255.2% | $89,391+334.4% | $158,922+144.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 10.87% | 345.68%-334.8pp | 245.62%-234.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,601 | $3,170-17.9% | $2,586+0.6% | $4,761-45.4% |
| Participant deferral / active EE | $21,000 | $4,598+356.7% | $3,890+439.9% | $5,982+251.0% |
| Admin fee / account holder | $2,443 | $6,153-60.3% | $4,881-49.9% | $11,246-78.3% |