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 | $790,089 | $96,484+718.9% | $75,886+941.1% | $152,861+416.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 14.56% | 33.98%-19.4pp | 30.76%-16.2pp | 345.32%-330.8pp |
| Employer contribution / active EE | $21,878 | $3,309+561.1% | $2,500+775.0% | $4,762+359.4% |
| Participant deferral / active EE | $16,869 | $4,553+270.5% | $3,603+368.2% | $5,850+188.3% |
| Admin fee / account holder | $226,375 | $8,078+2702.4% | $5,418+4077.9% | $11,596+1852.1% |