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 | $381,118 | $91,190+317.9% | $178,490+113.5% | $79,858+377.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.47% | 24.19%-12.7pp | 151.07%-139.6pp | 31.71%-20.2pp |
| Employer contribution / active EE | $15,049 | $3,256+362.2% | $5,011+200.3% | $2,471+509.1% |
| Participant deferral / active EE | $9,378 | $3,236+189.8% | $5,202+80.3% | $3,740+150.7% |
| Admin fee / account holder | $11,811 | $6,751+75.0% | $13,984-15.5% | $5,306+122.6% |