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 | $797,526 | $95,416+735.8% | $185,823+329.2% | $85,850+829.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 25.25% | 23.59%+1.7pp | 122.05%-96.8pp | 318.53%-293.3pp |
| Employer contribution / active EE | $4,713 | $3,314+42.2% | $5,167-8.8% | $2,565+83.8% |
| Participant deferral / active EE | $2,094 | $3,423-38.8% | $5,568-62.4% | $3,952-47.0% |
| Admin fee / account holder | $710 | $7,213-90.2% | $16,237-95.6% | $6,260-88.7% |