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 | $276,386 | $98,750+179.9% | $149,696+84.6% | $79,858+246.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.42% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $10,443 | $3,216+224.7% | $4,644+124.9% | $2,471+322.6% |
| Participant deferral / active EE | $13,683 | $5,680+140.9% | $6,842+100.0% | $3,740+265.8% |
| Admin fee / account holder | $9,189 | $6,053+51.8% | $9,309-1.3% | $5,306+73.2% |