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 | $504,983 | $109,413+361.5% | $156,263+223.2% | $84,808+495.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 12.80% | 20.18%-7.4pp | 59.47%-46.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,928 | $2,907+0.7% | $4,333-32.4% | $2,631+11.3% |
| Participant deferral / active EE | $8,888 | $4,590+93.7% | $6,158+44.3% | $4,212+111.0% |
| Admin fee / account holder | $41,497 | $9,357+343.5% | $14,255+191.1% | $7,344+465.1% |