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 | $479,372 | $43,723+996.4% | $121,196+295.5% | $64,186+646.9% |
| Participation rate | 98.5% | 58.3%+40.1pp | 71.7%+26.7pp | 69.6%+28.9pp |
| Annual return | 12.14% | 68.91%-56.8pp | 16.93%-4.8pp | 7.63%+4.5pp |
| Employer contribution / active EE | $39,888 | $1,296+2977.2% | $4,022+891.8% | $2,381+1575.4% |
| Participant deferral / active EE | $6,996 | $2,280+206.8% | $3,344+109.2% | $3,470+101.6% |
| Admin fee / account holder | $33,903 | $3,501+868.4% | $5,019+575.5% | $4,888+593.6% |