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 | $368,882 | $84,233+337.9% | $170,442+116.4% | $70,131+426.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.68% | 23.06%-6.4pp | 205.93%-189.2pp | 73.14%-56.5pp |
| Employer contribution / active EE | $18,448 | $3,387+444.7% | $5,433+239.6% | $2,342+687.6% |
| Participant deferral / active EE | $13,657 | $3,086+342.6% | $4,939+176.5% | $3,332+309.9% |
| Admin fee / account holder | $105,629 | $5,698+1753.8% | $13,880+661.0% | $4,645+2173.9% |