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 | $254,326 | $77,899+226.5% | $149,673+69.9% | $75,163+238.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 22.77% | 31.72%-9.0pp | 134.42%-111.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $22,136 | $3,137+605.5% | $4,818+359.5% | $2,670+729.1% |
| Participant deferral / active EE | $12,914 | $3,411+278.6% | $5,680+127.4% | $4,125+213.1% |
| Admin fee / account holder | $7,921 | $5,956+33.0% | $13,210-40.0% | $5,651+40.2% |