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 | $318,149 | $77,145+312.4% | $108,410+193.5% | $85,850+270.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.57% | 44.54%-31.0pp | 905.27%-891.7pp | 318.53%-305.0pp |
| Employer contribution / active EE | $8,865 | $2,379+272.6% | $3,558+149.1% | $2,565+245.6% |
| Participant deferral / active EE | $4,559 | $5,566-18.1% | $6,563-30.5% | $3,952+15.4% |
| Admin fee / account holder | $25,806 | $5,172+399.0% | $7,295+253.7% | $6,260+312.2% |