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 | $471,566 | $201,272+134.3% | $184,203+156.0% | $145,922+223.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.66% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $39,694 | $7,022+465.3% | $6,427+517.6% | $4,660+751.9% |
| Participant deferral / active EE | $39,167 | $9,806+299.4% | $9,131+328.9% | $6,688+485.6% |
| Admin fee / account holder | $29,442 | $16,364+79.9% | $13,901+111.8% | $13,397+119.8% |