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 | $846,579 | $93,571+804.7% | $135,903+522.9% | $75,163+1026.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.59% | 30.90%-15.3pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $14,707 | $3,537+315.8% | $4,856+202.8% | $2,670+450.9% |
| Participant deferral / active EE | $12,173 | $6,404+90.1% | $7,758+56.9% | $4,125+195.1% |
| Admin fee / account holder | $6,328 | $6,975-9.3% | $10,762-41.2% | $5,651+12.0% |