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 | $826,421 | $77,634+964.5% | $156,549+427.9% | $62,891+1214.1% |
| Participation rate | 94.4% | 71.2%+23.2pp | 84.0%+10.4pp | 69.3%+25.1pp |
| Annual return | 7.26% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $25,481 | $3,444+639.9% | $5,501+363.2% | $2,281+1017.1% |
| Participant deferral / active EE | $15,960 | $3,045+424.1% | $4,871+227.6% | $3,203+398.3% |
| Admin fee / account holder | $40,731 | $5,561+632.4% | $13,027+212.7% | $4,296+848.2% |