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 | $347,726 | $95,416+264.4% | $185,823+87.1% | $85,850+305.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.28% | 23.59%-11.3pp | 122.05%-109.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $4,807 | $3,314+45.1% | $5,167-7.0% | $2,565+87.4% |
| Participant deferral / active EE | $8,915 | $3,423+160.4% | $5,568+60.1% | $3,952+125.6% |
| Admin fee / account holder | $53,314 | $7,213+639.2% | $16,237+228.3% | $6,260+751.7% |