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 | $327,051 | $77,899+319.8% | $149,673+118.5% | $75,163+335.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.70% | 31.72%-11.0pp | 134.42%-113.7pp | 160.62%-139.9pp |
| Employer contribution / active EE | $19,192 | $3,137+511.7% | $4,818+298.4% | $2,670+618.8% |
| Participant deferral / active EE | $16,223 | $3,411+375.6% | $5,680+185.6% | $4,125+293.3% |
| Admin fee / account holder | $1,502 | $5,956-74.8% | $13,210-88.6% | $5,651-73.4% |