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 | $764,794 | $77,899+881.8% | $149,673+411.0% | $75,163+917.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.43% | 31.72%-13.3pp | 134.42%-116.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $36,184 | $3,137+1053.3% | $4,818+651.1% | $2,670+1255.3% |
| Participant deferral / active EE | $21,476 | $3,411+529.6% | $5,680+278.1% | $4,125+420.6% |
| Admin fee / account holder | $60,083 | $5,956+908.7% | $13,210+354.8% | $5,651+963.2% |