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 | $299,871 | $157,256+90.7% | $141,162+112.4% | $152,861+96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.17% | 64.32%-49.1pp | 71.39%-56.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $19,913 | $5,261+278.5% | $4,735+320.5% | $4,762+318.1% |
| Participant deferral / active EE | $12,250 | $7,109+72.3% | $6,709+82.6% | $5,850+109.4% |
| Admin fee / account holder | $9,230 | $12,120-23.8% | $10,261-10.1% | $11,596-20.4% |