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 | $768,363 | $369,484+108.0% | $303,047+153.5% | $357,791+114.8% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 11.67% | 0.42%+11.3pp | 2.47%+9.2pp | 396.79%-385.1pp |
| Employer contribution / active EE | $28,104 | $9,025+211.4% | $7,418+278.9% | $7,508+274.3% |
| Participant deferral / active EE | $15,500 | $5,439+185.0% | $5,070+205.7% | $5,521+180.8% |
| Admin fee / account holder | $3,845 | $49,137-92.2% | $39,333-90.2% | $28,387-86.5% |