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 | $633,099 | $78,672+704.7% | $109,143+480.1% | $85,850+637.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.04% | 25.09%-13.0pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $30,918 | $2,735+1030.6% | $3,722+730.7% | $2,565+1105.3% |
| Participant deferral / active EE | $16,888 | $3,467+387.1% | $4,653+262.9% | $3,952+327.3% |
| Admin fee / account holder | $70,305 | $5,469+1185.5% | $6,752+941.2% | $6,260+1023.1% |