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 | $285,619 | $89,753+218.2% | $107,525+165.6% | $84,808+236.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 19.31% | 29.48%-10.2pp | 181.32%-162.0pp | 40.90%-21.6pp |
| Employer contribution / active EE | $6,519 | $3,113+109.4% | $3,754+73.7% | $2,631+147.8% |
| Participant deferral / active EE | $11,332 | $4,056+179.4% | $5,116+121.5% | $4,212+169.1% |
| Admin fee / account holder | $37,653 | $7,222+421.4% | $8,919+322.2% | $7,344+412.7% |