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 | $639,466 | $109,359+484.7% | $162,163+294.3% | $72,985+776.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.22% | 25.46%-5.2pp | 115.59%-95.4pp | 81.00%-60.8pp |
| Employer contribution / active EE | $21,522 | $3,907+450.8% | $5,614+283.4% | $2,440+782.1% |
| Participant deferral / active EE | $20,180 | $5,481+268.2% | $7,298+176.5% | $3,607+459.4% |
| Admin fee / account holder | $56,603 | $7,972+610.0% | $10,843+422.0% | $5,124+1004.6% |