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 | $716,762 | $80,717+788.0% | $154,803+363.0% | $84,808+745.2% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.1pp | 68.3%+26.9pp |
| Annual return | 13.70% | 37.96%-24.3pp | 58.88%-45.2pp | 40.90%-27.2pp |
| Employer contribution / active EE | $38,305 | $2,761+1287.2% | $4,305+789.7% | $2,631+1355.9% |
| Participant deferral / active EE | $22,793 | $3,303+590.0% | $5,540+311.4% | $4,212+441.2% |
| Admin fee / account holder | $51,830 | $6,746+668.3% | $14,329+261.7% | $7,344+605.8% |