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 | $848,123 | $80,717+950.7% | $154,803+447.9% | $84,808+900.1% |
| Participation rate | 87.1% | 66.8%+20.3pp | 78.1%+9.1pp | 68.3%+18.8pp |
| Annual return | 20.44% | 37.96%-17.5pp | 58.88%-38.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $35,466 | $2,761+1184.4% | $4,305+723.8% | $2,631+1248.0% |
| Participant deferral / active EE | $8,786 | $3,303+166.0% | $5,540+58.6% | $4,212+108.6% |
| Admin fee / account holder | $65,219 | $6,746+866.8% | $14,329+355.1% | $7,344+788.1% |