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 | $602,044 | $81,248+641.0% | $155,509+287.1% | $80,856+644.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.61% | 33.31%-19.7pp | 64.67%-51.1pp | 35.59%-22.0pp |
| Employer contribution / active EE | $21,750 | $3,100+601.6% | $4,672+365.5% | $2,755+689.5% |
| Participant deferral / active EE | $12,598 | $3,452+265.0% | $5,626+123.9% | $4,296+193.3% |
| Admin fee / account holder | $9,600 | $7,997+20.0% | $15,912-39.7% | $6,918+38.8% |