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 | $825,564 | $91,190+805.3% | $178,490+362.5% | $79,858+933.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.16% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $25,720 | $3,256+690.0% | $5,011+413.3% | $2,471+941.0% |
| Participant deferral / active EE | $14,714 | $3,236+354.7% | $5,202+182.9% | $3,740+293.4% |
| Admin fee / account holder | $75,622 | $6,751+1020.2% | $13,984+440.8% | $5,306+1325.1% |