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 | $392,645 | $90,348+334.6% | $75,972+416.8% | $145,922+169.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.90% | 620.88%-608.0pp | 359.55%-346.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $17,182 | $3,311+418.9% | $2,685+539.9% | $4,660+268.7% |
| Participant deferral / active EE | $13,255 | $5,162+156.8% | $4,255+211.5% | $6,688+98.2% |
| Admin fee / account holder | $3,912 | $8,467-53.8% | $6,467-39.5% | $13,397-70.8% |