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 | $380,226 | $89,355+325.5% | $141,162+169.4% | $72,985+421.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.18% | 111.85%-87.7pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $5,523 | $3,114+77.3% | $4,735+16.6% | $2,440+126.4% |
| Participant deferral / active EE | $4,482 | $5,418-17.3% | $6,709-33.2% | $3,607+24.3% |
| Admin fee / account holder | $4,311 | $5,958-27.6% | $10,261-58.0% | $5,124-15.9% |