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 | $897,933 | $85,022+956.1% | $70,515+1173.4% | $139,434+544.0% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.72% | 30.38%-9.7pp | 32.77%-12.1pp | 372.94%-352.2pp |
| Employer contribution / active EE | $15,908 | $3,909+307.0% | $2,973+435.0% | $4,751+234.9% |
| Participant deferral / active EE | $10,100 | $5,890+71.5% | $4,567+121.2% | $6,710+50.5% |
| Admin fee / account holder | $11,025 | $8,906+23.8% | $6,412+71.9% | $11,403-3.3% |