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 | $702,771 | $85,202+724.8% | $172,739+306.8% | $72,985+862.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.68% | 27.32%-9.6pp | 802.84%-785.2pp | 81.00%-63.3pp |
| Employer contribution / active EE | $29,577 | $3,324+789.7% | $5,143+475.1% | $2,440+1112.2% |
| Participant deferral / active EE | $15,044 | $3,260+361.5% | $5,198+189.4% | $3,607+317.0% |
| Admin fee / account holder | $151,388 | $5,884+2472.9% | $13,954+984.9% | $5,124+2854.3% |