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 | $372,545 | $64,839+474.6% | $95,585+289.8% | $84,808+339.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 18.37% | -670.96%+689.3pp | 38.56%-20.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $9,260 | $1,759+426.5% | $2,527+266.5% | $2,631+251.9% |
| Participant deferral / active EE | $7,646 | $2,965+157.9% | $4,023+90.1% | $4,212+81.5% |
| Admin fee / account holder | $40,748 | $5,964+583.2% | $6,127+565.0% | $7,344+454.9% |