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 | $263,818 | $89,355+195.2% | $141,162+86.9% | $72,985+261.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.94% | 111.85%-83.9pp | 71.39%-43.4pp | 81.00%-53.1pp |
| Employer contribution / active EE | $8,000 | $3,114+156.9% | $4,735+69.0% | $2,440+227.9% |
| Participant deferral / active EE | $8,642 | $5,418+59.5% | $6,709+28.8% | $3,607+139.6% |
| Admin fee / account holder | $19,537 | $5,958+227.9% | $10,261+90.4% | $5,124+281.3% |