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 | $682,769 | $80,717+745.9% | $154,803+341.1% | $84,808+705.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.74% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $18,735 | $2,761+578.5% | $4,305+335.2% | $2,631+612.1% |
| Participant deferral / active EE | $20,790 | $3,303+529.4% | $5,540+275.2% | $4,212+393.7% |
| Admin fee / account holder | $12,966 | $6,746+92.2% | $14,329-9.5% | $7,344+76.6% |