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 | $710,397 | $83,337+752.4% | $67,834+947.3% | $273,961+159.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.68% | 259.45%-254.8pp | 138.47%-133.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $21,185 | $3,287+544.5% | $2,403+781.5% | $4,869+335.1% |
| Participant deferral / active EE | $17,076 | $4,088+317.7% | $3,160+440.4% | $5,287+223.0% |
| Admin fee / account holder | $37,816 | $6,752+460.1% | $4,622+718.1% | $10,132+273.2% |