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 | $714,855 | $80,717+785.6% | $154,803+361.8% | $84,808+742.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.98% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $24,392 | $2,761+783.4% | $4,305+466.5% | $2,631+827.1% |
| Participant deferral / active EE | $18,558 | $3,303+461.8% | $5,540+235.0% | $4,212+340.6% |
| Admin fee / account holder | $52,520 | $6,746+678.6% | $14,329+266.5% | $7,344+615.2% |