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 | $626,574 | $104,974+496.9% | $95,585+555.5% | $142,382+340.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.74% | 210.33%-192.6pp | 38.56%-20.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $14,995 | $2,779+439.7% | $2,527+493.5% | $4,299+248.8% |
| Participant deferral / active EE | $8,458 | $4,352+94.4% | $4,023+110.3% | $6,507+30.0% |
| Admin fee / account holder | $32,861 | $6,386+414.6% | $6,127+436.3% | $12,624+160.3% |