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 | $713,726 | $91,190+682.7% | $178,490+299.9% | $79,858+793.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 25.98% | 24.19%+1.8pp | 151.07%-125.1pp | 31.71%-5.7pp |
| Employer contribution / active EE | $28,092 | $3,256+762.8% | $5,011+460.7% | $2,471+1037.0% |
| Participant deferral / active EE | $14,745 | $3,236+355.6% | $5,202+183.5% | $3,740+294.2% |
| Admin fee / account holder | $120,064 | $6,751+1678.5% | $13,984+758.6% | $5,306+2162.7% |