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 | $380,370 | $118,849+220.0% | $96,562+293.9% | $167,490+127.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.60% | 50.49%-36.9pp | 37.78%-24.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $5,102 | $3,120+63.5% | $2,356+116.5% | $4,837+5.5% |
| Participant deferral / active EE | $6,562 | $4,616+42.2% | $3,849+70.5% | $6,341+3.5% |
| Admin fee / account holder | $7,399 | $8,065-8.3% | $6,181+19.7% | $12,309-39.9% |