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 | $434,165 | $100,852+330.5% | $90,404+380.3% | $158,922+173.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.56% | 1724.20%-1708.6pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $4,255 | $3,689+15.4% | $3,262+30.5% | $4,761-10.6% |
| Participant deferral / active EE | $7,243 | $4,348+66.6% | $3,963+82.7% | $5,982+21.1% |
| Admin fee / account holder | $1,445 | $6,501-77.8% | $5,611-74.3% | $11,246-87.2% |