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 | $809,085 | $227,553+255.6% | $189,557+326.8% | $167,490+383.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.99% | 78.40%-62.4pp | 64.17%-48.2pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,283 | $5,316-19.4% | $4,412-2.9% | $4,837-11.5% |
| Participant deferral / active EE | $7,267 | $7,002+3.8% | $6,174+17.7% | $6,341+14.6% |
| Admin fee / account holder | $36,196 | $11,878+204.7% | $9,807+269.1% | $12,309+194.1% |