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 | $339,243 | $85,766+295.5% | $136,294+148.9% | $70,131+383.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.08% | 31.45%-15.4pp | 5155.94%-5139.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $12,828 | $2,966+332.5% | $4,695+173.2% | $2,342+447.6% |
| Participant deferral / active EE | $6,632 | $5,051+31.3% | $6,247+6.2% | $3,332+99.1% |
| Admin fee / account holder | $48,856 | $5,420+801.3% | $9,243+428.6% | $4,645+951.7% |