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 | $913,098 | $91,190+901.3% | $178,490+411.6% | $79,858+1043.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.93% | 24.19%-10.3pp | 151.07%-137.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $21,217 | $3,256+551.7% | $5,011+323.5% | $2,471+758.7% |
| Participant deferral / active EE | $10,730 | $3,236+231.6% | $5,202+106.3% | $3,740+186.9% |
| Admin fee / account holder | $33,068 | $6,751+389.8% | $13,984+136.5% | $5,306+523.2% |