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 | $674,563 | $80,717+735.7% | $154,803+335.8% | $84,808+695.4% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.53% | 37.96%-23.4pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $9,849 | $2,761+256.7% | $4,305+128.7% | $2,631+274.3% |
| Participant deferral / active EE | $8,799 | $3,303+166.4% | $5,540+58.8% | $4,212+108.9% |
| Admin fee / account holder | $30,416 | $6,746+350.9% | $14,329+112.3% | $7,344+314.2% |