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 | $279,978 | $95,416+193.4% | $185,823+50.7% | $85,850+226.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.45% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.1pp |
| Employer contribution / active EE | $26,290 | $3,314+693.4% | $5,167+408.8% | $2,565+924.9% |
| Participant deferral / active EE | $15,141 | $3,423+342.3% | $5,568+171.9% | $3,952+283.2% |
| Admin fee / account holder | $3,998 | $7,213-44.6% | $16,237-75.4% | $6,260-36.1% |