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 | $253,909 | $105,181+141.4% | $159,436+59.3% | $85,850+195.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.74% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $9,061 | $3,318+173.1% | $4,829+87.6% | $2,565+253.2% |
| Participant deferral / active EE | $11,996 | $5,945+101.8% | $7,352+63.2% | $3,952+203.6% |
| Admin fee / account holder | $4,240 | $6,933-38.9% | $10,799-60.7% | $6,260-32.3% |