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 | $646,220 | $56,053+1052.9% | $75,972+750.6% | $80,856+699.2% |
| Participation rate | 97.3% | 62.0%+35.3pp | 69.1%+28.2pp | 67.6%+29.7pp |
| Annual return | 10.88% | 20.53%-9.7pp | 359.55%-348.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $38,336 | $1,874+1945.6% | $2,685+1327.9% | $2,755+1291.6% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $15,107 | $5,234+188.7% | $6,467+133.6% | $6,918+118.4% |