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 | $352,364 | $105,181+235.0% | $159,436+121.0% | $85,850+310.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 19.41% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.1pp |
| Employer contribution / active EE | $14,656 | $3,318+341.7% | $4,829+203.5% | $2,565+471.3% |
| Participant deferral / active EE | $14,172 | $5,945+138.4% | $7,352+92.8% | $3,952+258.6% |
| Admin fee / account holder | $28,355 | $6,933+309.0% | $10,799+162.6% | $6,260+353.0% |