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 | $395,784 | $62,573+532.5% | $85,682+361.9% | $85,850+361.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 13.41% | 23.77%-10.4pp | 21.49%-8.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $18,973 | $1,757+980.0% | $2,618+624.6% | $2,565+639.7% |
| Participant deferral / active EE | $19,812 | $2,802+607.0% | $3,923+405.1% | $3,952+401.4% |
| Admin fee / account holder | $10,132 | $4,640+118.4% | $6,873+47.4% | $6,260+61.9% |