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 | $333,596 | $98,750+237.8% | $149,696+122.8% | $79,858+317.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.04% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $5,491 | $3,216+70.7% | $4,644+18.2% | $2,471+122.2% |
| Participant deferral / active EE | $10,656 | $5,680+87.6% | $6,842+55.8% | $3,740+184.9% |
| Admin fee / account holder | $2,185 | $6,053-63.9% | $9,309-76.5% | $5,306-58.8% |