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 | $288,663 | $105,181+174.4% | $159,436+81.1% | $85,850+236.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.84% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $6,905 | $3,318+108.1% | $4,829+43.0% | $2,565+169.2% |
| Participant deferral / active EE | $8,400 | $5,945+41.3% | $7,352+14.3% | $3,952+112.6% |
| Admin fee / account holder | $9,635 | $6,933+39.0% | $10,799-10.8% | $6,260+53.9% |