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 | $772,479 | $72,277+968.8% | $101,248+663.0% | $79,858+867.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.38% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $31,492 | $2,692+1070.0% | $3,660+760.5% | $2,471+1174.5% |
| Participant deferral / active EE | $15,034 | $3,282+358.1% | $4,370+244.0% | $3,740+302.0% |
| Admin fee / account holder | $8,598 | $4,400+95.4% | $5,945+44.6% | $5,306+62.0% |