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 | $615,438 | $80,717+662.5% | $154,803+297.6% | $84,808+625.7% |
| Participation rate | 93.0% | 66.8%+26.2pp | 78.1%+15.0pp | 68.3%+24.7pp |
| Annual return | 27.07% | 37.96%-10.9pp | 58.88%-31.8pp | 40.90%-13.8pp |
| Employer contribution / active EE | $32,499 | $2,761+1076.9% | $4,305+654.8% | $2,631+1135.2% |
| Participant deferral / active EE | $21,440 | $3,303+549.1% | $5,540+287.0% | $4,212+409.1% |
| Admin fee / account holder | $8,502 | $6,746+26.0% | $14,329-40.7% | $7,344+15.8% |