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 | $587,984 | $124,281+373.1% | $109,143+438.7% | $167,490+251.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 33.76% | 26.04%+7.7pp | 25.75%+8.0pp | 478.56%-444.8pp |
| Employer contribution / active EE | $15,691 | $4,207+272.9% | $3,722+321.6% | $4,837+224.4% |
| Participant deferral / active EE | $10,552 | $5,255+100.8% | $4,653+126.8% | $6,341+66.4% |
| Admin fee / account holder | $118,331 | $7,970+1384.7% | $6,752+1652.5% | $12,309+861.3% |