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 | $272,509 | $105,181+159.1% | $159,436+70.9% | $85,850+217.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.56% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,940 | $3,318-11.4% | $4,829-39.1% | $2,565+14.6% |
| Participant deferral / active EE | $10,381 | $5,945+74.6% | $7,352+41.2% | $3,952+162.7% |
| Admin fee / account holder | $4,013 | $6,933-42.1% | $10,799-62.8% | $6,260-35.9% |