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 | $900,579 | $238,490+277.6% | $180,183+399.8% | $142,382+532.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 11.26% | 33.56%-22.3pp | 27.86%-16.6pp | 217.08%-205.8pp |
| Employer contribution / active EE | $30,954 | $6,143+403.9% | $5,039+514.3% | $4,299+620.0% |
| Participant deferral / active EE | $19,222 | $7,996+140.4% | $6,822+181.7% | $6,507+195.4% |
| Admin fee / account holder | $49,461 | $28,866+71.3% | $19,975+147.6% | $12,624+291.8% |