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 | $380,386 | $65,409+481.5% | $98,442+286.4% | $85,850+343.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 15.92% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,706 | $2,168+71.0% | $2,960+25.2% | $2,565+44.5% |
| Participant deferral / active EE | $5,784 | $3,166+82.7% | $4,276+35.3% | $3,952+46.4% |
| Admin fee / account holder | $60,672 | $4,593+1221.1% | $5,949+919.8% | $6,260+869.2% |