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 | $516,522 | $85,022+507.5% | $70,515+632.5% | $139,434+270.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 11.88% | 30.38%-18.5pp | 32.77%-20.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $21,125 | $3,909+440.4% | $2,973+610.5% | $4,751+344.7% |
| Participant deferral / active EE | $22,500 | $5,890+282.0% | $4,567+392.7% | $6,710+235.3% |
| Admin fee / account holder | $2,048 | $8,906-77.0% | $6,412-68.1% | $11,403-82.0% |