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 | $351,299 | $99,020+254.8% | $86,590+305.7% | $147,584+138.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.71% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $10,075 | $3,132+221.7% | $2,839+254.8% | $4,876+106.6% |
| Participant deferral / active EE | $8,538 | $3,972+114.9% | $3,609+136.6% | $5,439+57.0% |
| Admin fee / account holder | $29,615 | $5,710+418.6% | $4,906+503.7% | $10,885+172.1% |