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 | $422,965 | $81,248+420.6% | $155,509+172.0% | $80,856+423.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.81% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $26,938 | $3,100+768.9% | $4,672+476.5% | $2,755+877.8% |
| Participant deferral / active EE | $17,729 | $3,452+413.7% | $5,626+215.1% | $4,296+312.7% |
| Admin fee / account holder | $63,429 | $7,997+693.1% | $15,912+298.6% | $6,918+816.9% |