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 | $313,769 | $95,416+228.8% | $185,823+68.9% | $85,850+265.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 16.03% | 23.59%-7.6pp | 122.05%-106.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $11,853 | $3,314+257.7% | $5,167+129.4% | $2,565+362.1% |
| Participant deferral / active EE | $5,608 | $3,423+63.8% | $5,568+0.7% | $3,952+41.9% |
| Admin fee / account holder | $6,687 | $7,213-7.3% | $16,237-58.8% | $6,260+6.8% |