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 | $610,871 | $78,926+674.0% | $136,749+346.7% | $84,808+620.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 13.90% | 18.17%-4.3pp | 24.33%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $15,846 | $2,134+642.5% | $3,400+366.1% | $2,631+502.3% |
| Participant deferral / active EE | $16,461 | $3,168+419.5% | $4,692+250.8% | $4,212+290.9% |
| Admin fee / account holder | $37,361 | $6,369+486.6% | $11,386+228.1% | $7,344+408.7% |