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 | $301,189 | $89,355+237.1% | $141,162+113.4% | $72,985+312.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.66% | 111.85%-91.2pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $8,469 | $3,114+171.9% | $4,735+78.9% | $2,440+247.1% |
| Participant deferral / active EE | $11,188 | $5,418+106.5% | $6,709+66.8% | $3,607+210.1% |
| Admin fee / account holder | $7,933 | $5,958+33.1% | $10,261-22.7% | $5,124+54.8% |