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 | $509,096 | $95,416+433.6% | $185,823+174.0% | $85,850+493.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.14% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $9,967 | $3,314+200.8% | $5,167+92.9% | $2,565+288.6% |
| Participant deferral / active EE | $7,676 | $3,423+124.2% | $5,568+37.9% | $3,952+94.3% |
| Admin fee / account holder | $126,713 | $7,213+1656.8% | $16,237+680.4% | $6,260+1924.2% |