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 | $452,457 | $92,985+386.6% | $153,485+194.8% | $80,856+459.6% |
| Participation rate | 93.1% | 69.0%+24.1pp | 77.1%+16.0pp | 67.6%+25.5pp |
| Annual return | 11.61% | 19.95%-8.3pp | 15.65%-4.0pp | 35.59%-24.0pp |
| Employer contribution / active EE | $40,705 | $3,507+1060.6% | $5,039+707.9% | $2,755+1377.6% |
| Participant deferral / active EE | $40,970 | $5,178+691.3% | $6,757+506.3% | $4,296+853.7% |
| Admin fee / account holder | $353,907 | $8,880+3885.3% | $12,724+2681.3% | $6,918+5015.8% |