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 | $288,204 | $105,181+174.0% | $159,436+80.8% | $85,850+235.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.79% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.7pp |
| Employer contribution / active EE | $8,475 | $3,318+155.4% | $4,829+75.5% | $2,565+230.4% |
| Participant deferral / active EE | $6,247 | $5,945+5.1% | $7,352-15.0% | $3,952+58.1% |
| Admin fee / account holder | $2,991 | $6,933-56.9% | $10,799-72.3% | $6,260-52.2% |