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 | $602,930 | $80,717+647.0% | $154,803+289.5% | $84,808+610.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.96% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $24,547 | $2,761+788.9% | $4,305+470.1% | $2,631+833.0% |
| Participant deferral / active EE | $14,940 | $3,303+352.3% | $5,540+169.7% | $4,212+254.7% |
| Admin fee / account holder | $18,048 | $6,746+167.5% | $14,329+26.0% | $7,344+145.8% |