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 7-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 | $412,846 | $203,436+102.9% | $152,466+170.8% | $167,490+146.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 16.33% | 13.80%+2.5pp | 757.33%-741.0pp | 478.56%-462.2pp |
| Employer contribution / active EE | $54,250 | $5,220+939.3% | $4,327+1153.9% | $4,837+1021.5% |
| Participant deferral / active EE | $7,500 | $6,716+11.7% | $5,820+28.9% | $6,341+18.3% |
| Admin fee / account holder | $18,185 | $22,506-19.2% | $15,805+15.1% | $12,309+47.7% |