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 | $624,719 | $64,839+863.5% | $95,585+553.6% | $84,808+636.6% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.94% | -670.96%+685.9pp | 38.56%-23.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $23,043 | $1,759+1210.1% | $2,527+812.0% | $2,631+775.8% |
| Participant deferral / active EE | $8,239 | $2,965+177.9% | $4,023+104.8% | $4,212+95.6% |
| Admin fee / account holder | $8,323 | $5,964+39.5% | $6,127+35.8% | $7,344+13.3% |