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 | $382,488 | $176,812+116.3% | $146,665+160.8% | $167,490+128.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.47% | 24.03%-9.6pp | 22.74%-8.3pp | 478.56%-464.1pp |
| Employer contribution / active EE | $2,853 | $5,160-44.7% | $4,136-31.0% | $4,837-41.0% |
| Participant deferral / active EE | $17,815 | $6,440+176.6% | $5,506+223.6% | $6,341+180.9% |
| Admin fee / account holder | $3,255 | $13,259-75.5% | $10,280-68.3% | $12,309-73.6% |