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 | $800,972 | $91,190+778.4% | $178,490+348.7% | $79,858+903.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.72% | 24.19%-4.5pp | 151.07%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $29,635 | $3,256+810.2% | $5,011+491.4% | $2,471+1099.4% |
| Participant deferral / active EE | $12,962 | $3,236+300.5% | $5,202+149.2% | $3,740+246.6% |
| Admin fee / account holder | $17,398 | $6,751+157.7% | $13,984+24.4% | $5,306+227.9% |