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 | $699,659 | $109,881+536.7% | $150,045+366.3% | $84,808+725.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.03% | 28.25%-13.2pp | 62.55%-47.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $17,365 | $3,561+387.6% | $4,693+270.0% | $2,631+560.0% |
| Participant deferral / active EE | $18,392 | $6,636+177.2% | $7,997+130.0% | $4,212+336.7% |
| Admin fee / account holder | $22,253 | $8,568+159.7% | $13,435+65.6% | $7,344+203.0% |