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 | $558,254 | $85,202+555.2% | $172,739+223.2% | $72,985+664.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.56% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $24,266 | $3,324+629.9% | $5,143+371.8% | $2,440+894.6% |
| Participant deferral / active EE | $7,813 | $3,260+139.6% | $5,198+50.3% | $3,607+116.6% |
| Admin fee / account holder | $34,013 | $5,884+478.1% | $13,954+143.8% | $5,124+563.8% |