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 | $666,773 | $61,156+990.3% | $185,823+258.8% | $79,386+739.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.56% | 19.45%-3.9pp | 122.05%-106.5pp | 116.85%-101.3pp |
| Employer contribution / active EE | $9,903 | $2,321+326.8% | $5,167+91.6% | $2,427+308.0% |
| Participant deferral / active EE | $11,544 | $2,789+313.9% | $5,568+107.3% | $4,046+185.3% |
| Admin fee / account holder | $22,795 | $710+3112.5% | $16,237+40.4% | $626+3538.8% |