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 | $333,741 | $95,416+249.8% | $185,823+79.6% | $85,850+288.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 13.49% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.0pp |
| Employer contribution / active EE | $14,151 | $3,314+327.0% | $5,167+173.9% | $2,565+451.7% |
| Participant deferral / active EE | $14,691 | $3,423+329.1% | $5,568+163.9% | $3,952+271.8% |
| Admin fee / account holder | $8,392 | $7,213+16.4% | $16,237-48.3% | $6,260+34.1% |