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 | $438,735 | $148,534+195.4% | $135,903+222.8% | $139,434+214.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.16% | 79.19%-56.0pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,025 | $5,243-42.3% | $4,856-37.7% | $4,751-36.3% |
| Participant deferral / active EE | $12,264 | $8,100+51.4% | $7,758+58.1% | $6,710+82.8% |
| Admin fee / account holder | $151,005 | $12,400+1117.8% | $10,762+1303.1% | $11,403+1224.3% |