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 | $364,571 | $172,478+111.4% | $145,661+150.3% | $142,382+156.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 13.42% | 151.09%-137.7pp | 101.46%-88.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $20,188 | $4,899+312.1% | $4,238+376.4% | $4,299+369.6% |
| Participant deferral / active EE | $12,073 | $8,348+44.6% | $7,198+67.7% | $6,507+85.5% |
| Admin fee / account holder | $102,166 | $16,864+505.8% | $12,466+719.5% | $12,624+709.3% |