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 | $611,433 | $80,717+657.5% | $154,803+295.0% | $84,808+621.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.10% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $34,280 | $2,761+1141.4% | $4,305+696.2% | $2,631+1202.9% |
| Participant deferral / active EE | $17,597 | $3,303+432.7% | $5,540+217.6% | $4,212+317.8% |
| Admin fee / account holder | $22,006 | $6,746+226.2% | $14,329+53.6% | $7,344+199.7% |