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 | $766,481 | $150,818+408.2% | $75,972+908.9% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 69.1%+30.9pp | - |
| Annual return | 16.27% | 14.05%+2.2pp | 359.55%-343.3pp | - |
| Employer contribution / active EE | $30,572 | $2,537+1105.1% | $2,685+1038.7% | - |
| Participant deferral / active EE | $10,263 | $4,233+142.5% | $4,255+141.2% | - |
| Admin fee / account holder | $13,920 | $25,214-44.8% | $6,467+115.3% | - |