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 | $448,145 | $95,416+369.7% | $185,823+141.2% | $85,850+422.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.34% | 23.59%-1.2pp | 122.05%-99.7pp | 318.53%-296.2pp |
| Employer contribution / active EE | $18,170 | $3,314+448.3% | $5,167+251.6% | $2,565+608.4% |
| Participant deferral / active EE | $13,082 | $3,423+282.1% | $5,568+135.0% | $3,952+231.0% |
| Admin fee / account holder | $53,287 | $7,213+638.8% | $16,237+228.2% | $6,260+751.2% |