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 | $387,666 | $80,717+380.3% | $154,803+150.4% | $84,808+357.1% |
| Participation rate | 97.4% | 66.8%+30.6pp | 78.1%+19.3pp | 68.3%+29.1pp |
| Annual return | 15.80% | 37.96%-22.2pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $26,516 | $2,761+860.3% | $4,305+515.9% | $2,631+907.9% |
| Participant deferral / active EE | $16,372 | $3,303+395.7% | $5,540+195.5% | $4,212+288.7% |
| Admin fee / account holder | $138,608 | $6,746+1954.8% | $14,329+867.3% | $7,344+1787.4% |