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 | $717,850 | $109,881+553.3% | $150,045+378.4% | $84,808+746.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.74% | 28.25%-13.5pp | 62.55%-47.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $10,358 | $3,561+190.9% | $4,693+120.7% | $2,631+293.7% |
| Participant deferral / active EE | $14,761 | $6,636+122.4% | $7,997+84.6% | $4,212+250.5% |
| Admin fee / account holder | $102,980 | $8,568+1101.9% | $13,435+666.5% | $7,344+1302.3% |