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 | $351,966 | $105,126+234.8% | $94,646+271.9% | $139,434+152.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.01% | 38.03%-25.0pp | 156.71%-143.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $12,247 | $4,106+198.3% | $3,672+233.5% | $4,751+157.8% |
| Participant deferral / active EE | $10,812 | $7,599+42.3% | $7,418+45.8% | $6,710+61.1% |
| Admin fee / account holder | $1,568 | $8,984-82.6% | $7,231-78.3% | $11,403-86.3% |