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 | $471,037 | $58,879+700.0% | $178,490+163.9% | $73,488+541.0% |
| Participation rate | 98.1% | 66.2%+31.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 17.91% | 24.86%-6.9pp | 151.07%-133.2pp | 28.51%-10.6pp |
| Employer contribution / active EE | $20,924 | $2,236+835.7% | $5,011+317.6% | $2,270+821.7% |
| Participant deferral / active EE | $11,637 | $2,567+353.3% | $5,202+123.7% | $3,740+211.2% |
| Admin fee / account holder | $6,627 | $400+1555.3% | $13,984-52.6% | $513+1191.6% |