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 | $775,814 | $80,717+861.2% | $154,803+401.2% | $84,808+814.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 15.45% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $59,412 | $2,761+2051.6% | $4,305+1279.9% | $2,631+2158.2% |
| Participant deferral / active EE | $25,533 | $3,303+673.0% | $5,540+360.9% | $4,212+506.3% |
| Admin fee / account holder | $186,066 | $6,746+2658.3% | $14,329+1198.5% | $7,344+2433.7% |