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 | $734,263 | $95,416+669.5% | $185,823+295.1% | $85,850+755.3% |
| Participation rate | 96.8% | 68.8%+28.0pp | 81.7%+15.1pp | 69.3%+27.5pp |
| Annual return | 14.06% | 23.59%-9.5pp | 122.05%-108.0pp | 318.53%-304.5pp |
| Employer contribution / active EE | $17,296 | $3,314+421.9% | $5,167+234.7% | $2,565+574.3% |
| Participant deferral / active EE | $13,945 | $3,423+307.4% | $5,568+150.5% | $3,952+252.9% |
| Admin fee / account holder | $22,201 | $7,213+207.8% | $16,237+36.7% | $6,260+254.7% |