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 | $589,947 | $80,673+631.3% | $101,326+482.2% | $84,808+595.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 21.79% | 38.95%-17.2pp | 36.82%-15.0pp | 40.90%-19.1pp |
| Employer contribution / active EE | $20,361 | $2,698+654.7% | $3,665+455.5% | $2,631+673.9% |
| Participant deferral / active EE | $18,953 | $6,840+177.1% | $7,994+137.1% | $4,212+350.0% |
| Admin fee / account holder | $4,914 | $12,784-61.6% | $11,185-56.1% | $7,344-33.1% |