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 | $715,996 | $81,248+781.2% | $155,509+360.4% | $80,856+785.5% |
| Participation rate | 96.4% | 66.2%+30.1pp | 78.2%+18.2pp | 67.6%+28.7pp |
| Annual return | 19.14% | 33.31%-14.2pp | 64.67%-45.5pp | 35.59%-16.5pp |
| Employer contribution / active EE | $30,360 | $3,100+879.3% | $4,672+549.8% | $2,755+1002.1% |
| Participant deferral / active EE | $18,608 | $3,452+439.1% | $5,626+230.7% | $4,296+333.2% |
| Admin fee / account holder | $80,722 | $7,997+909.4% | $15,912+407.3% | $6,918+1066.8% |