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 | $547,676 | $58,208+840.9% | $81,812+569.4% | $80,856+577.3% |
| Participation rate | 95.3% | 63.4%+31.9pp | 72.3%+23.0pp | 67.6%+27.7pp |
| Annual return | 13.30% | 41.66%-28.4pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $33,250 | $2,340+1320.9% | $2,912+1041.7% | $2,755+1107.0% |
| Participant deferral / active EE | $19,891 | $3,281+506.3% | $4,319+360.6% | $4,296+363.0% |
| Admin fee / account holder | $64,542 | $4,981+1195.7% | $7,386+773.8% | $6,918+833.0% |