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 | $846,155 | $85,202+893.1% | $172,739+389.8% | $72,985+1059.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.90% | 27.32%-5.4pp | 802.84%-780.9pp | 81.00%-59.1pp |
| Employer contribution / active EE | $30,548 | $3,324+818.9% | $5,143+494.0% | $2,440+1152.0% |
| Participant deferral / active EE | $17,651 | $3,260+441.4% | $5,198+239.6% | $3,607+389.3% |
| Admin fee / account holder | $12,761 | $5,884+116.9% | $13,954-8.6% | $5,124+149.0% |