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 | $675,621 | $91,190+640.9% | $178,490+278.5% | $79,858+746.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.49% | 24.19%-6.7pp | 151.07%-133.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $31,627 | $3,256+871.4% | $5,011+531.2% | $2,471+1180.0% |
| Participant deferral / active EE | $19,814 | $3,236+512.3% | $5,202+280.9% | $3,740+429.8% |
| Admin fee / account holder | $42,744 | $6,751+533.1% | $13,984+205.7% | $5,306+705.5% |