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 | $611,991 | $89,753+581.9% | $107,525+469.2% | $84,808+621.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.01% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $8,755 | $3,113+181.2% | $3,754+133.2% | $2,631+232.8% |
| Participant deferral / active EE | $17,595 | $4,056+333.8% | $5,116+244.0% | $4,212+317.8% |
| Admin fee / account holder | $24,548 | $7,222+239.9% | $8,919+175.2% | $7,344+234.3% |