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 | $379,374 | $77,145+391.8% | $108,410+249.9% | $85,850+341.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 27.87% | 44.54%-16.7pp | 905.27%-877.4pp | 318.53%-290.7pp |
| Employer contribution / active EE | $9,694 | $2,379+307.4% | $3,558+172.4% | $2,565+277.9% |
| Participant deferral / active EE | $9,134 | $5,566+64.1% | $6,563+39.2% | $3,952+131.1% |
| Admin fee / account holder | $74,800 | $5,172+1346.3% | $7,295+925.4% | $6,260+1094.9% |