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 | $317,614 | $105,181+202.0% | $159,436+99.2% | $85,850+270.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.34% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $11,111 | $3,318+234.8% | $4,829+130.1% | $2,565+333.2% |
| Participant deferral / active EE | $11,255 | $5,945+89.3% | $7,352+53.1% | $3,952+184.8% |
| Admin fee / account holder | $67,375 | $6,933+871.8% | $10,799+523.9% | $6,260+976.3% |