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 | $746,076 | $81,248+818.3% | $155,509+379.8% | $80,856+822.7% |
| Participation rate | 98.4% | 66.2%+32.1pp | 78.2%+20.2pp | 67.6%+30.7pp |
| Annual return | 12.89% | 33.31%-20.4pp | 64.67%-51.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $44,069 | $3,100+1321.5% | $4,672+843.2% | $2,755+1499.7% |
| Participant deferral / active EE | $9,355 | $3,452+171.0% | $5,626+66.3% | $4,296+117.8% |
| Admin fee / account holder | $48,939 | $7,997+512.0% | $15,912+207.6% | $6,918+607.4% |