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 | $647,396 | $167,484+286.5% | $151,611+327.0% | $134,475+381.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 4.78% | 7.80%-3.0pp | 3.33%+1.5pp | 417.96%-413.2pp |
| Employer contribution / active EE | $2,181 | $6,829-68.1% | $6,166-64.6% | $4,740-54.0% |
| Participant deferral / active EE | $22,726 | $8,986+152.9% | $8,363+171.7% | $6,400+255.1% |
| Admin fee / account holder | $39,210 | $13,783+184.5% | $11,616+237.6% | $11,426+243.2% |