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 | $354,509 | $172,478+105.5% | $145,661+143.4% | $142,382+149.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.42% | 151.09%-135.7pp | 101.46%-86.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $8,121 | $4,899+65.8% | $4,238+91.6% | $4,299+88.9% |
| Participant deferral / active EE | $18,073 | $8,348+116.5% | $7,198+151.1% | $6,507+177.7% |
| Admin fee / account holder | $59,292 | $16,864+251.6% | $12,466+375.6% | $12,624+369.7% |