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 | $367,544 | $105,181+249.4% | $159,436+130.5% | $85,850+328.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 27.22% | 45.07%-17.8pp | 263.57%-236.3pp | 318.53%-291.3pp |
| Employer contribution / active EE | $5,597 | $3,318+68.7% | $4,829+15.9% | $2,565+118.2% |
| Participant deferral / active EE | $10,553 | $5,945+77.5% | $7,352+43.5% | $3,952+167.0% |
| Admin fee / account holder | $5,868 | $6,933-15.4% | $10,799-45.7% | $6,260-6.3% |