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 | $345,417 | $176,812+95.4% | $146,665+135.5% | $167,490+106.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.82% | 24.03%-10.2pp | 22.74%-8.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $16,909 | $5,160+227.7% | $4,136+308.8% | $4,837+249.5% |
| Participant deferral / active EE | $6,975 | $6,440+8.3% | $5,506+26.7% | $6,341+10.0% |
| Admin fee / account holder | $1,514 | $13,259-88.6% | $10,280-85.3% | $12,309-87.7% |