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 | $264,022 | $53,516+393.4% | $126,539+108.6% | $84,808+211.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.52% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,319 | $1,535+116.2% | $3,674-9.7% | $2,631+26.1% |
| Participant deferral / active EE | $7,251 | $2,671+171.5% | $4,083+77.6% | $4,212+72.2% |
| Admin fee / account holder | $10,998 | $4,497+144.6% | $6,065+81.3% | $7,344+49.8% |