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 | $273,407 | $85,202+220.9% | $172,739+58.3% | $72,985+274.6% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 26.59% | 27.32%-0.7pp | 802.84%-776.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $10,750 | $3,324+223.4% | $5,143+109.0% | $2,440+340.6% |
| Participant deferral / active EE | $7,423 | $3,260+127.7% | $5,198+42.8% | $3,607+105.8% |
| Admin fee / account holder | $490 | $5,884-91.7% | $13,954-96.5% | $5,124-90.4% |