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 | $676,526 | $80,717+738.1% | $154,803+337.0% | $84,808+697.7% |
| Participation rate | 83.8% | 66.8%+17.0pp | 78.1%+5.7pp | 68.3%+15.5pp |
| Annual return | 14.46% | 37.96%-23.5pp | 58.88%-44.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $28,568 | $2,761+934.6% | $4,305+563.5% | $2,631+985.8% |
| Participant deferral / active EE | $19,376 | $3,303+486.6% | $5,540+249.7% | $4,212+360.1% |
| Admin fee / account holder | $126,269 | $6,746+1771.9% | $14,329+781.2% | $7,344+1619.4% |