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 | $283,983 | $105,181+170.0% | $159,436+78.1% | $85,850+230.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.35% | 45.07%-31.7pp | 263.57%-250.2pp | 318.53%-305.2pp |
| Employer contribution / active EE | $3,907 | $3,318+17.7% | $4,829-19.1% | $2,565+52.3% |
| Participant deferral / active EE | $11,865 | $5,945+99.6% | $7,352+61.4% | $3,952+200.2% |
| Admin fee / account holder | $34,086 | $6,933+391.6% | $10,799+215.7% | $6,260+444.5% |