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 | $616,990 | $91,538+574.0% | $129,995+374.6% | $75,163+720.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.83% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $26,510 | $2,845+831.7% | $4,320+513.7% | $2,670+893.0% |
| Participant deferral / active EE | $8,178 | $4,341+88.4% | $5,820+40.5% | $4,125+98.2% |
| Admin fee / account holder | $22,681 | $6,790+234.0% | $10,614+113.7% | $5,651+301.4% |