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 | $544,567 | $78,672+592.2% | $109,143+398.9% | $85,850+534.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 16.74% | 25.09%-8.3pp | 25.75%-9.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $11,319 | $2,735+313.9% | $3,722+204.1% | $2,565+341.3% |
| Participant deferral / active EE | $11,521 | $3,467+232.3% | $4,653+147.6% | $3,952+191.5% |
| Admin fee / account holder | $20,647 | $5,469+277.5% | $6,752+205.8% | $6,260+229.8% |