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 | $716,390 | $80,717+787.5% | $154,803+362.8% | $84,808+744.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.11% | 37.96%-22.8pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $23,392 | $2,761+747.1% | $4,305+443.3% | $2,631+789.1% |
| Participant deferral / active EE | $21,577 | $3,303+553.2% | $5,540+289.4% | $4,212+412.3% |
| Admin fee / account holder | $62,341 | $6,746+824.2% | $14,329+335.1% | $7,344+748.9% |