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 | $844,090 | $85,202+890.7% | $172,739+388.7% | $72,985+1056.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 29.19% | 27.32%+1.9pp | 802.84%-773.7pp | 81.00%-51.8pp |
| Employer contribution / active EE | $20,454 | $3,324+515.3% | $5,143+297.7% | $2,440+738.3% |
| Participant deferral / active EE | $10,417 | $3,260+219.5% | $5,198+100.4% | $3,607+188.8% |
| Admin fee / account holder | $204,152 | $5,884+3369.7% | $13,954+1363.0% | $5,124+3884.0% |