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 | $254,181 | $90,348+181.3% | $75,972+234.6% | $145,922+74.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.38% | 620.88%-610.5pp | 359.55%-349.2pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,858 | $3,311+46.7% | $2,685+80.9% | $4,660+4.3% |
| Participant deferral / active EE | $2,206 | $5,162-57.3% | $4,255-48.2% | $6,688-67.0% |
| Admin fee / account holder | $33,570 | $8,467+296.5% | $6,467+419.1% | $13,397+150.6% |