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 | $877,758 | $109,881+698.8% | $150,045+485.0% | $84,808+935.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.18% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $25,085 | $3,561+604.4% | $4,693+434.5% | $2,631+853.5% |
| Participant deferral / active EE | $17,696 | $6,636+166.7% | $7,997+121.3% | $4,212+320.2% |
| Admin fee / account holder | $30,607 | $8,568+257.2% | $13,435+127.8% | $7,344+316.8% |