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 | $458,874 | $105,181+336.3% | $159,436+187.8% | $85,850+434.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.39% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $11,226 | $3,318+238.3% | $4,829+132.4% | $2,565+337.6% |
| Participant deferral / active EE | $11,771 | $5,945+98.0% | $7,352+60.1% | $3,952+197.9% |
| Admin fee / account holder | $6,691 | $6,933-3.5% | $10,799-38.0% | $6,260+6.9% |