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 9-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 | $432,998 | $124,281+248.4% | $109,143+296.7% | $167,490+158.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.03% | 26.04%-1.0pp | 25.75%-0.7pp | 478.56%-453.5pp |
| Employer contribution / active EE | $10,755 | $4,207+155.6% | $3,722+189.0% | $4,837+122.3% |
| Participant deferral / active EE | $8,304 | $5,255+58.0% | $4,653+78.5% | $6,341+30.9% |
| Admin fee / account holder | $13,363 | $7,970+67.7% | $6,752+97.9% | $12,309+8.6% |