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 | $441,506 | $77,634+468.7% | $156,549+182.0% | $62,891+602.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.97% | 50.32%-43.3pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $6,825 | $3,444+98.2% | $5,501+24.1% | $2,281+199.2% |
| Participant deferral / active EE | $7,525 | $3,045+147.1% | $4,871+54.5% | $3,203+135.0% |
| Admin fee / account holder | $18,831 | $5,561+238.6% | $13,027+44.6% | $4,296+338.4% |