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 | $281,177 | $105,181+167.3% | $159,436+76.4% | $85,850+227.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.06% | 45.07%-30.0pp | 263.57%-248.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $6,268 | $3,318+88.9% | $4,829+29.8% | $2,565+144.3% |
| Participant deferral / active EE | $12,018 | $5,945+102.2% | $7,352+63.5% | $3,952+204.1% |
| Admin fee / account holder | $38,064 | $6,933+449.0% | $10,799+252.5% | $6,260+508.1% |