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 | $421,833 | $109,359+285.7% | $162,163+160.1% | $72,985+478.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 30.45% | 25.46%+5.0pp | 115.59%-85.1pp | 81.00%-50.6pp |
| Employer contribution / active EE | $14,333 | $3,907+266.8% | $5,614+155.3% | $2,440+487.5% |
| Participant deferral / active EE | $17,848 | $5,481+225.6% | $7,298+144.6% | $3,607+394.8% |
| Admin fee / account holder | $23,944 | $7,972+200.4% | $10,843+120.8% | $5,124+367.3% |