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 | $259,508 | $95,416+172.0% | $185,823+39.7% | $85,850+202.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.47% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,866 | $3,314+16.7% | $5,167-25.2% | $2,565+50.7% |
| Participant deferral / active EE | $5,444 | $3,423+59.0% | $5,568-2.2% | $3,952+37.8% |
| Admin fee / account holder | $36,588 | $7,213+407.3% | $16,237+125.3% | $6,260+484.5% |