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 | $365,787 | $58,208+528.4% | $81,812+347.1% | $80,856+352.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.51% | 41.66%-30.1pp | 773.79%-762.3pp | 35.59%-24.1pp |
| Employer contribution / active EE | $13,727 | $2,340+486.6% | $2,912+371.3% | $2,755+398.3% |
| Participant deferral / active EE | $14,616 | $3,281+345.5% | $4,319+238.4% | $4,296+240.2% |
| Admin fee / account holder | $9,408 | $4,981+88.9% | $7,386+27.4% | $6,918+36.0% |