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 | $716,794 | $93,571+666.0% | $135,903+427.4% | $75,163+853.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 31.01% | 30.90%+0.1pp | 68.23%-37.2pp | 160.62%-129.6pp |
| Employer contribution / active EE | $21,250 | $3,537+500.9% | $4,856+337.6% | $2,670+695.9% |
| Participant deferral / active EE | $20,739 | $6,404+223.8% | $7,758+167.3% | $4,125+402.8% |
| Admin fee / account holder | $3,867 | $6,975-44.6% | $10,762-64.1% | $5,651-31.6% |