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 | $461,968 | $157,256+193.8% | $141,162+227.3% | $152,861+202.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 21.37% | 64.32%-43.0pp | 71.39%-50.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $13,383 | $5,261+154.4% | $4,735+182.6% | $4,762+181.0% |
| Participant deferral / active EE | $13,820 | $7,109+94.4% | $6,709+106.0% | $5,850+136.2% |
| Admin fee / account holder | $17,017 | $12,120+40.4% | $10,261+65.8% | $11,596+46.7% |