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 | $317,238 | $91,190+247.9% | $178,490+77.7% | $79,858+297.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 29.63% | 24.19%+5.4pp | 151.07%-121.4pp | 31.71%-2.1pp |
| Employer contribution / active EE | $16,919 | $3,256+419.7% | $5,011+237.7% | $2,471+584.8% |
| Participant deferral / active EE | $13,600 | $3,236+320.3% | $5,202+161.5% | $3,740+263.6% |
| Admin fee / account holder | $7,204 | $6,751+6.7% | $13,984-48.5% | $5,306+35.8% |