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 | $357,344 | $81,208+340.0% | $98,907+261.3% | $79,858+347.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 13.96% | 60.99%-47.0pp | 196.43%-182.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $4,541 | $1,960+131.7% | $2,689+68.9% | $2,471+83.8% |
| Participant deferral / active EE | $6,722 | $3,265+105.9% | $4,244+58.4% | $3,740+79.7% |
| Admin fee / account holder | $43,513 | $6,013+623.7% | $6,642+555.2% | $5,306+720.0% |