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 | $306,134 | $104,664+192.5% | $85,682+257.3% | $167,490+82.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.47% | 21.45%-9.0pp | 21.49%-9.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $13,188 | $3,337+295.2% | $2,618+403.7% | $4,837+172.6% |
| Participant deferral / active EE | $8,435 | $4,824+74.8% | $3,923+115.0% | $6,341+33.0% |
| Admin fee / account holder | $78,275 | $10,032+680.3% | $6,873+1038.9% | $12,309+535.9% |