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 | $402,378 | $99,985+302.4% | $146,665+174.4% | $85,850+368.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 22.60% | 18.93%+3.7pp | 22.74%-0.1pp | 318.53%-295.9pp |
| Employer contribution / active EE | $3,000 | $2,559+17.2% | $4,136-27.5% | $2,565+17.0% |
| Participant deferral / active EE | $7,265 | $4,006+81.4% | $5,506+31.9% | $3,952+83.8% |
| Admin fee / account holder | $8,456 | $7,702+9.8% | $10,280-17.7% | $6,260+35.1% |