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 | $353,841 | $142,405+148.5% | $115,157+207.3% | $152,861+131.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.09% | 41.48%-21.4pp | 35.60%-15.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $7,105 | $4,010+77.2% | $3,179+123.5% | $4,762+49.2% |
| Participant deferral / active EE | $11,170 | $5,164+116.3% | $4,168+168.0% | $5,850+90.9% |
| Admin fee / account holder | $40,000 | $8,462+372.7% | $7,088+464.3% | $11,596+244.9% |