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 | $381,566 | $124,319+206.9% | $111,297+242.8% | $167,490+127.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.63% | 37.44%-26.8pp | 54.65%-44.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $8,626 | $3,435+151.1% | $2,731+215.9% | $4,837+78.3% |
| Participant deferral / active EE | $6,649 | $5,180+28.3% | $4,487+48.2% | $6,341+4.8% |
| Admin fee / account holder | $6,925 | $10,618-34.8% | $7,964-13.0% | $12,309-43.7% |