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 | $285,736 | $70,669+304.3% | $169,368+68.7% | $75,163+280.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 20.58% | 36.36%-15.8pp | 405.60%-385.0pp | 160.62%-140.0pp |
| Employer contribution / active EE | $9,856 | $2,211+345.8% | $4,013+145.6% | $2,670+269.2% |
| Participant deferral / active EE | $19,192 | $4,311+345.2% | $6,221+208.5% | $4,125+365.2% |
| Admin fee / account holder | $1,867 | $5,402-65.4% | $9,003-79.3% | $5,651-67.0% |