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 | $566,392 | $55,706+916.8% | $75,886+646.4% | $72,985+676.0% |
| Participation rate | 97.7% | 61.1%+36.5pp | 69.3%+28.4pp | 69.5%+28.2pp |
| Annual return | 21.23% | 27.59%-6.4pp | 30.76%-9.5pp | 81.00%-59.8pp |
| Employer contribution / active EE | $19,379 | $1,687+1049.0% | $2,500+675.0% | $2,440+694.3% |
| Participant deferral / active EE | $12,578 | $2,634+377.5% | $3,603+249.1% | $3,607+248.7% |
| Admin fee / account holder | $49,730 | $3,978+1150.0% | $5,418+817.8% | $5,124+870.5% |