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 | $661,612 | $80,717+719.7% | $154,803+327.4% | $84,808+680.1% |
| Participation rate | 98.5% | 66.8%+31.7pp | 78.1%+20.5pp | 68.3%+30.2pp |
| Annual return | 14.34% | 37.96%-23.6pp | 58.88%-44.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $31,979 | $2,761+1058.1% | $4,305+642.7% | $2,631+1115.5% |
| Participant deferral / active EE | $10,327 | $3,303+212.6% | $5,540+86.4% | $4,212+145.2% |
| Admin fee / account holder | $82,571 | $6,746+1124.1% | $14,329+476.2% | $7,344+1024.4% |