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 | $670,667 | $77,899+760.9% | $149,673+348.1% | $75,163+792.3% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.3pp | 67.2%+27.9pp |
| Annual return | 16.52% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $38,918 | $3,137+1140.4% | $4,818+707.8% | $2,670+1357.7% |
| Participant deferral / active EE | $8,405 | $3,411+146.4% | $5,680+48.0% | $4,125+103.7% |
| Admin fee / account holder | $17,577 | $5,956+195.1% | $13,210+33.1% | $5,651+211.0% |