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 | $281,020 | $96,128+192.3% | $136,007+106.6% | $80,856+247.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 25.54% | 28.71%-3.2pp | 579.32%-553.8pp | 35.59%-10.1pp |
| Employer contribution / active EE | $12,503 | $3,351+273.1% | $4,217+196.5% | $2,755+353.9% |
| Participant deferral / active EE | $16,098 | $5,709+182.0% | $7,025+129.2% | $4,296+274.7% |
| Admin fee / account holder | $28,002 | $8,236+240.0% | $6,858+308.3% | $6,918+304.8% |