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 | $582,004 | $91,190+538.2% | $178,490+226.1% | $79,858+628.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.54% | 24.19%-11.7pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $17,214 | $3,256+428.7% | $5,011+243.6% | $2,471+596.7% |
| Participant deferral / active EE | $11,516 | $3,236+255.9% | $5,202+121.4% | $3,740+207.9% |
| Admin fee / account holder | $13,264 | $6,751+96.5% | $13,984-5.1% | $5,306+150.0% |