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 8-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 | $533,334 | $80,717+560.7% | $154,803+244.5% | $84,808+528.9% |
| Participation rate | 98.0% | 66.8%+31.2pp | 78.1%+20.0pp | 68.3%+29.7pp |
| Annual return | 16.14% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $24,552 | $2,761+789.1% | $4,305+470.2% | $2,631+833.2% |
| Participant deferral / active EE | $17,894 | $3,303+441.7% | $5,540+223.0% | $4,212+324.9% |
| Admin fee / account holder | $62,522 | $6,746+826.8% | $14,329+336.3% | $7,344+751.4% |