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 | $448,494 | $106,515+321.1% | $96,683+363.9% | $139,434+221.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.59% | 38.43%-25.8pp | 35.69%-23.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $22,763 | $4,103+454.8% | $3,737+509.2% | $4,751+379.1% |
| Participant deferral / active EE | $13,974 | $5,454+156.2% | $4,878+186.5% | $6,710+108.3% |
| Admin fee / account holder | $7,334 | $7,877-6.9% | $6,730+9.0% | $11,403-35.7% |