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 | $732,825 | $80,717+807.9% | $154,803+373.4% | $84,808+764.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.50% | 37.96%-19.5pp | 58.88%-40.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $32,693 | $2,761+1084.0% | $4,305+659.3% | $2,631+1142.6% |
| Participant deferral / active EE | $17,284 | $3,303+423.3% | $5,540+212.0% | $4,212+310.4% |
| Admin fee / account holder | $26,261 | $6,746+289.3% | $14,329+83.3% | $7,344+257.6% |