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 | $437,315 | $102,317+327.4% | $146,958+197.6% | $80,856+440.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.12% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $11,143 | $3,713+200.1% | $4,933+125.9% | $2,755+304.5% |
| Participant deferral / active EE | $6,821 | $6,644+2.7% | $8,070-15.5% | $4,296+58.8% |
| Admin fee / account holder | $8,891 | $7,941+12.0% | $12,998-31.6% | $6,918+28.5% |