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 | $475,253 | $91,190+421.2% | $178,490+166.3% | $79,858+495.1% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.1pp | 69.6%+22.4pp |
| Annual return | 16.60% | 24.19%-7.6pp | 151.07%-134.5pp | 31.71%-15.1pp |
| Employer contribution / active EE | $28,938 | $3,256+788.8% | $5,011+477.5% | $2,471+1071.2% |
| Participant deferral / active EE | $12,767 | $3,236+294.5% | $5,202+145.4% | $3,740+241.4% |
| Admin fee / account holder | $21,129 | $6,751+213.0% | $13,984+51.1% | $5,306+298.2% |