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 | $614,155 | $109,881+458.9% | $150,045+309.3% | $84,808+624.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.18% | 28.25%-10.1pp | 62.55%-44.4pp | 40.90%-22.7pp |
| Employer contribution / active EE | $9,551 | $3,561+168.2% | $4,693+103.5% | $2,631+263.0% |
| Participant deferral / active EE | $5,843 | $6,636-12.0% | $7,997-26.9% | $4,212+38.7% |
| Admin fee / account holder | $49,000 | $8,568+471.9% | $13,435+264.7% | $7,344+567.2% |