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 | $427,570 | $95,416+348.1% | $185,823+130.1% | $85,850+398.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.49% | 23.59%-8.1pp | 122.05%-106.6pp | 318.53%-303.0pp |
| Employer contribution / active EE | $18,555 | $3,314+460.0% | $5,167+259.1% | $2,565+623.4% |
| Participant deferral / active EE | $12,847 | $3,423+275.3% | $5,568+130.7% | $3,952+225.1% |
| Admin fee / account holder | $1,190 | $7,213-83.5% | $16,237-92.7% | $6,260-81.0% |