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 | $388,626 | $90,348+330.1% | $75,972+411.5% | $145,922+166.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.19% | 620.88%-609.7pp | 359.55%-348.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $26,158 | $3,311+690.0% | $2,685+874.3% | $4,660+461.4% |
| Participant deferral / active EE | $22,585 | $5,162+337.6% | $4,255+430.7% | $6,688+237.7% |
| Admin fee / account holder | $6,915 | $8,467-18.3% | $6,467+6.9% | $13,397-48.4% |