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 | $559,345 | $109,881+409.0% | $150,045+272.8% | $84,808+559.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.74% | 28.25%-9.5pp | 62.55%-43.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $7,920 | $3,561+122.4% | $4,693+68.7% | $2,631+201.0% |
| Participant deferral / active EE | $17,916 | $6,636+170.0% | $7,997+124.0% | $4,212+325.4% |
| Admin fee / account holder | $141,837 | $8,568+1555.4% | $13,435+955.7% | $7,344+1831.4% |