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 | $401,950 | $91,190+340.8% | $178,490+125.2% | $79,858+403.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 22.38% | 24.19%-1.8pp | 151.07%-128.7pp | 31.71%-9.3pp |
| Employer contribution / active EE | $11,699 | $3,256+259.3% | $5,011+133.5% | $2,471+373.5% |
| Participant deferral / active EE | $5,700 | $3,236+76.1% | $5,202+9.6% | $3,740+52.4% |
| Admin fee / account holder | $4,144 | $6,751-38.6% | $13,984-70.4% | $5,306-21.9% |