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 | $470,630 | $78,705+498.0% | $117,854+299.3% | $70,131+571.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.85% | 23.30%-4.4pp | 335.08%-316.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $22,193 | $2,223+898.2% | $3,786+486.2% | $2,342+847.4% |
| Participant deferral / active EE | $12,381 | $3,297+275.5% | $4,482+176.3% | $3,332+271.6% |
| Admin fee / account holder | $14,005 | $5,065+176.5% | $8,020+74.6% | $4,645+201.5% |