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 | $299,778 | $89,355+235.5% | $141,162+112.4% | $72,985+310.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.60% | 111.85%-85.3pp | 71.39%-44.8pp | 81.00%-54.4pp |
| Employer contribution / active EE | $17,903 | $3,114+474.8% | $4,735+278.1% | $2,440+633.8% |
| Participant deferral / active EE | $5,696 | $5,418+5.1% | $6,709-15.1% | $3,607+57.9% |
| Admin fee / account holder | $962 | $5,958-83.8% | $10,261-90.6% | $5,124-81.2% |