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 | $777,137 | $91,190+752.2% | $178,490+335.4% | $79,858+873.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.21% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $25,206 | $3,256+674.2% | $5,011+403.0% | $2,471+920.1% |
| Participant deferral / active EE | $16,599 | $3,236+412.9% | $5,202+219.1% | $3,740+343.8% |
| Admin fee / account holder | $41,571 | $6,751+515.8% | $13,984+197.3% | $5,306+683.4% |