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 | $250,379 | $52,279+378.9% | $89,391+180.1% | $79,858+213.5% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 15.74% | 22.16%-6.4pp | 245.62%-229.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $5,313 | $1,572+238.1% | $2,586+105.5% | $2,471+115.0% |
| Participant deferral / active EE | $10,418 | $2,740+280.2% | $3,890+167.8% | $3,740+178.5% |
| Admin fee / account holder | $9,787 | $3,356+191.6% | $4,881+100.5% | $5,306+84.4% |