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 | $364,164 | $105,181+246.2% | $159,436+128.4% | $85,850+324.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.32% | 45.07%-31.8pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $7,270 | $3,318+119.1% | $4,829+50.5% | $2,565+183.4% |
| Participant deferral / active EE | $5,523 | $5,945-7.1% | $7,352-24.9% | $3,952+39.8% |
| Admin fee / account holder | $21,152 | $6,933+205.1% | $10,799+95.9% | $6,260+237.9% |