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 | $574,843 | $91,190+530.4% | $178,490+222.1% | $79,858+619.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.61% | 24.19%-9.6pp | 151.07%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $27,335 | $3,256+739.6% | $5,011+445.6% | $2,471+1006.3% |
| Participant deferral / active EE | $16,689 | $3,236+415.7% | $5,202+220.8% | $3,740+346.2% |
| Admin fee / account holder | $27,879 | $6,751+313.0% | $13,984+99.4% | $5,306+425.4% |