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 | $596,328 | $211,958+181.3% | $169,463+251.9% | $135,375+340.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.75% | 3.26%+5.5pp | 1.83%+6.9pp | 519.73%-511.0pp |
| Employer contribution / active EE | $15,373 | $5,120+200.3% | $4,159+269.6% | $4,779+221.7% |
| Participant deferral / active EE | $18,000 | $6,075+196.3% | $5,277+241.1% | $5,609+220.9% |
| Admin fee / account holder | $16,698 | $11,471+45.6% | $9,109+83.3% | $10,827+54.2% |