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 | $767,220 | $157,256+387.9% | $141,162+443.5% | $152,861+401.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.17% | 64.32%-49.2pp | 71.39%-56.2pp | 345.32%-330.1pp |
| Employer contribution / active EE | $21,538 | $5,261+309.4% | $4,735+354.9% | $4,762+352.3% |
| Participant deferral / active EE | $11,617 | $7,109+63.4% | $6,709+73.2% | $5,850+98.6% |
| Admin fee / account holder | $148,123 | $12,120+1122.1% | $10,261+1343.5% | $11,596+1177.3% |