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 9-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 | $257,021 | $77,899+229.9% | $149,673+71.7% | $75,163+241.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.54% | 31.72%-14.2pp | 134.42%-116.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $25,465 | $3,137+711.7% | $4,818+428.6% | $2,670+853.8% |
| Participant deferral / active EE | $15,874 | $3,411+365.4% | $5,680+179.5% | $4,125+284.8% |
| Admin fee / account holder | $13,492 | $5,956+126.5% | $13,210+2.1% | $5,651+138.8% |