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 | $788,559 | $80,717+876.9% | $154,803+409.4% | $84,808+829.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.07% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $13,462 | $2,761+387.5% | $4,305+212.7% | $2,631+411.7% |
| Participant deferral / active EE | $11,918 | $3,303+260.8% | $5,540+115.1% | $4,212+183.0% |
| Admin fee / account holder | $43,232 | $6,746+540.9% | $14,329+201.7% | $7,344+488.7% |