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 | $266,982 | $85,202+213.4% | $172,739+54.6% | $72,985+265.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 50.84% | 27.32%+23.5pp | 802.84%-752.0pp | 81.00%-30.2pp |
| Employer contribution / active EE | $10,406 | $3,324+213.0% | $5,143+102.3% | $2,440+326.5% |
| Participant deferral / active EE | $6,070 | $3,260+86.2% | $5,198+16.8% | $3,607+68.3% |
| Admin fee / account holder | $1,100 | $5,884-81.3% | $13,954-92.1% | $5,124-78.5% |