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 | $741,481 | $84,233+780.3% | $170,442+335.0% | $70,131+957.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.00% | 23.06%-4.1pp | 205.93%-186.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $31,639 | $3,387+834.1% | $5,433+482.4% | $2,342+1250.7% |
| Participant deferral / active EE | $11,086 | $3,086+259.3% | $4,939+124.4% | $3,332+232.7% |
| Admin fee / account holder | $64,405 | $5,698+1030.3% | $13,880+364.0% | $4,645+1286.4% |