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 | $303,081 | $89,753+237.7% | $107,525+181.9% | $84,808+257.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.68% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $7,905 | $3,113+153.9% | $3,754+110.6% | $2,631+200.5% |
| Participant deferral / active EE | $6,100 | $4,056+50.4% | $5,116+19.2% | $4,212+44.8% |
| Admin fee / account holder | $31,558 | $7,222+337.0% | $8,919+253.8% | $7,344+329.7% |