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 | $311,628 | $157,256+98.2% | $141,162+120.8% | $152,861+103.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.17% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $20,319 | $5,261+286.2% | $4,735+329.1% | $4,762+326.7% |
| Participant deferral / active EE | $18,020 | $7,109+153.5% | $6,709+168.6% | $5,850+208.0% |
| Admin fee / account holder | $39,049 | $12,120+222.2% | $10,261+280.6% | $11,596+236.7% |