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 | $650,644 | $91,190+613.5% | $178,490+264.5% | $79,858+714.8% |
| Participation rate | 97.6% | 69.2%+28.4pp | 81.9%+15.7pp | 69.6%+28.0pp |
| Annual return | 12.16% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $30,513 | $3,256+837.2% | $5,011+509.0% | $2,471+1134.9% |
| Participant deferral / active EE | $10,915 | $3,236+237.3% | $5,202+109.8% | $3,740+191.8% |
| Admin fee / account holder | $39,141 | $6,751+479.8% | $13,984+179.9% | $5,306+637.6% |