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 | $654,293 | $60,892+974.5% | $82,389+694.2% | $84,808+671.5% |
| Participation rate | 90.3% | 63.3%+27.1pp | 69.5%+20.8pp | 68.3%+22.0pp |
| Annual return | 20.29% | 37.29%-17.0pp | 28.67%-8.4pp | 40.90%-20.6pp |
| Employer contribution / active EE | $60,918 | $1,779+3323.7% | $2,517+2320.2% | $2,631+2215.4% |
| Participant deferral / active EE | $20,306 | $3,179+538.8% | $4,155+388.8% | $4,212+382.1% |
| Admin fee / account holder | $63,347 | $5,467+1058.6% | $7,231+776.1% | $7,344+762.6% |