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 | $684,806 | $81,248+742.9% | $155,509+340.4% | $80,856+746.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.93% | 33.31%-19.4pp | 64.67%-50.7pp | 35.59%-21.7pp |
| Employer contribution / active EE | $26,492 | $3,100+754.5% | $4,672+467.0% | $2,755+861.7% |
| Participant deferral / active EE | $18,343 | $3,452+431.4% | $5,626+226.0% | $4,296+327.0% |
| Admin fee / account holder | $8,278 | $7,997+3.5% | $15,912-48.0% | $6,918+19.7% |