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 | $747,576 | $177,572+321.0% | $154,803+382.9% | $142,382+425.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.80% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $53,093 | $4,810+1003.7% | $4,305+1133.2% | $4,299+1135.0% |
| Participant deferral / active EE | $31,019 | $6,272+394.6% | $5,540+459.9% | $6,507+376.7% |
| Admin fee / account holder | $1,880 | $16,786-88.8% | $14,329-86.9% | $12,624-85.1% |