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 | $345,308 | $157,256+119.6% | $141,162+144.6% | $152,861+125.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.68% | 64.32%-40.6pp | 71.39%-47.7pp | 345.32%-321.6pp |
| Employer contribution / active EE | $6,098 | $5,261+15.9% | $4,735+28.8% | $4,762+28.0% |
| Participant deferral / active EE | $11,903 | $7,109+67.4% | $6,709+77.4% | $5,850+103.5% |
| Admin fee / account holder | $34,458 | $12,120+184.3% | $10,261+235.8% | $11,596+197.1% |