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 | $630,017 | $109,881+473.4% | $150,045+319.9% | $84,808+642.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.24% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $31,583 | $3,561+786.9% | $4,693+573.0% | $2,631+1100.4% |
| Participant deferral / active EE | $18,610 | $6,636+180.4% | $7,997+132.7% | $4,212+341.9% |
| Admin fee / account holder | $33,526 | $8,568+291.3% | $13,435+149.5% | $7,344+356.5% |