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 | $313,957 | $85,202+268.5% | $172,739+81.8% | $72,985+330.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.61% | 27.32%-6.7pp | 802.84%-782.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $7,149 | $3,324+115.1% | $5,143+39.0% | $2,440+193.0% |
| Participant deferral / active EE | $5,890 | $3,260+80.7% | $5,198+13.3% | $3,607+63.3% |
| Admin fee / account holder | $29,022 | $5,884+393.2% | $13,954+108.0% | $5,124+466.3% |