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 | $413,895 | $90,503+357.3% | $78,689+426.0% | $273,961+51.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.12% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $18,478 | $3,176+481.8% | $2,851+548.2% | $4,869+279.5% |
| Participant deferral / active EE | $20,504 | $3,901+425.6% | $3,517+483.0% | $5,287+287.8% |
| Admin fee / account holder | $160,503 | $5,263+2949.5% | $4,510+3458.5% | $10,132+1484.1% |