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 | $600,926 | $93,571+542.2% | $135,903+342.2% | $75,163+699.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.32% | 30.90%-12.6pp | 68.23%-49.9pp | 160.62%-142.3pp |
| Employer contribution / active EE | $12,625 | $3,537+257.0% | $4,856+160.0% | $2,670+372.9% |
| Participant deferral / active EE | $15,306 | $6,404+139.0% | $7,758+97.3% | $4,125+271.0% |
| Admin fee / account holder | $42,123 | $6,975+503.9% | $10,762+291.4% | $5,651+645.4% |