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 | $967,468 | $102,616+842.8% | $81,983+1080.1% | $158,922+508.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 19.44% | 61.04%-41.6pp | 41.31%-21.9pp | 302.83%-283.4pp |
| Employer contribution / active EE | $22,795 | $3,240+603.5% | $2,498+812.5% | $4,761+378.8% |
| Participant deferral / active EE | $17,150 | $4,648+269.0% | $3,722+360.8% | $5,982+186.7% |
| Admin fee / account holder | $107,194 | $8,235+1201.7% | $5,664+1792.6% | $11,246+853.2% |