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 | $763,056 | $109,881+594.4% | $150,045+408.6% | $84,808+799.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 15.47% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $10,898 | $3,561+206.0% | $4,693+132.2% | $2,631+314.2% |
| Participant deferral / active EE | $19,520 | $6,636+194.2% | $7,997+144.1% | $4,212+363.5% |
| Admin fee / account holder | $17,532 | $8,568+104.6% | $13,435+30.5% | $7,344+138.7% |