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 | $392,850 | $102,616+282.8% | $81,983+379.2% | $158,922+147.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 6.67% | 61.04%-54.4pp | 41.31%-34.6pp | 302.83%-296.2pp |
| Employer contribution / active EE | $7,222 | $3,240+122.9% | $2,498+189.1% | $4,761+51.7% |
| Participant deferral / active EE | $9,689 | $4,648+108.5% | $3,722+160.3% | $5,982+62.0% |
| Admin fee / account holder | $40,114 | $8,235+387.1% | $5,664+608.3% | $11,246+256.7% |