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 | $330,363 | $95,416+246.2% | $185,823+77.8% | $85,850+284.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.03% | 23.59%-9.6pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $7,763 | $3,314+134.3% | $5,167+50.2% | $2,565+202.6% |
| Participant deferral / active EE | $7,652 | $3,423+123.5% | $5,568+37.4% | $3,952+93.6% |
| Admin fee / account holder | $13,553 | $7,213+87.9% | $16,237-16.5% | $6,260+116.5% |