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 | $911,188 | $95,416+855.0% | $185,823+390.4% | $85,850+961.4% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 16.34% | 23.59%-7.2pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $24,199 | $3,314+630.3% | $5,167+368.3% | $2,565+843.4% |
| Participant deferral / active EE | $19,656 | $3,423+474.2% | $5,568+253.0% | $3,952+397.4% |
| Admin fee / account holder | $2,178 | $7,213-69.8% | $16,237-86.6% | $6,260-65.2% |