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 | $828,442 | $105,181+687.6% | $159,436+419.6% | $85,850+865.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.29% | 45.07%-30.8pp | 263.57%-249.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $16,897 | $3,318+409.2% | $4,829+249.9% | $2,565+558.7% |
| Participant deferral / active EE | $12,440 | $5,945+109.3% | $7,352+69.2% | $3,952+214.8% |
| Admin fee / account holder | $26,456 | $6,933+281.6% | $10,799+145.0% | $6,260+322.6% |