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 | $288,553 | $95,416+202.4% | $185,823+55.3% | $85,850+236.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.84% | 23.59%-5.7pp | 122.05%-104.2pp | 318.53%-300.7pp |
| Employer contribution / active EE | $1,824 | $3,314-45.0% | $5,167-64.7% | $2,565-28.9% |
| Participant deferral / active EE | $7,584 | $3,423+121.5% | $5,568+36.2% | $3,952+91.9% |
| Admin fee / account holder | $50,801 | $7,213+604.3% | $16,237+212.9% | $6,260+711.5% |