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 | $722,529 | $80,717+795.1% | $154,803+366.7% | $84,808+752.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.43% | 37.96%-21.5pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $38,469 | $2,761+1293.1% | $4,305+793.5% | $2,631+1362.1% |
| Participant deferral / active EE | $14,951 | $3,303+352.6% | $5,540+169.9% | $4,212+255.0% |
| Admin fee / account holder | $38,116 | $6,746+465.0% | $14,329+166.0% | $7,344+419.0% |