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 | $702,726 | $148,978+371.7% | $200,582+250.3% | $84,808+728.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.36% | 28.16%-14.8pp | 42.33%-29.0pp | 40.90%-27.5pp |
| Employer contribution / active EE | $22,642 | $4,815+370.2% | $6,419+252.7% | $2,631+760.6% |
| Participant deferral / active EE | $4,206 | $7,142-41.1% | $9,331-54.9% | $4,212-0.1% |
| Admin fee / account holder | $15,644 | $13,977+11.9% | $16,305-4.1% | $7,344+113.0% |