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 | $870,786 | $80,717+978.8% | $154,803+462.5% | $84,808+926.8% |
| Participation rate | 96.6% | 66.8%+29.7pp | 78.1%+18.5pp | 68.3%+28.2pp |
| Annual return | 17.06% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $27,929 | $2,761+911.5% | $4,305+548.7% | $2,631+961.6% |
| Participant deferral / active EE | $12,491 | $3,303+278.2% | $5,540+125.5% | $4,212+196.6% |
| Admin fee / account holder | $242,922 | $6,746+3501.2% | $14,329+1595.3% | $7,344+3207.9% |