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 | $343,432 | $144,119+138.3% | $117,854+191.4% | $147,584+132.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.98% | 531.15%-517.2pp | 335.08%-321.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $7,400 | $4,896+51.1% | $3,786+95.5% | $4,876+51.8% |
| Participant deferral / active EE | $18,000 | $5,316+238.6% | $4,482+301.6% | $5,439+231.0% |
| Admin fee / account holder | $97,309 | $10,886+793.9% | $8,020+1113.3% | $10,885+794.0% |