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 | $414,259 | $227,553+82.0% | $189,557+118.5% | $167,490+147.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.03% | 78.40%-64.4pp | 64.17%-50.1pp | 478.56%-464.5pp |
| Employer contribution / active EE | $16,733 | $5,316+214.8% | $4,412+279.2% | $4,837+245.9% |
| Participant deferral / active EE | $21,991 | $7,002+214.1% | $6,174+256.2% | $6,341+246.8% |
| Admin fee / account holder | $94,592 | $11,878+696.4% | $9,807+864.5% | $12,309+668.5% |