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 | $818,788 | $85,202+861.0% | $172,739+374.0% | $72,985+1021.9% |
| Participation rate | 97.9% | 70.1%+27.9pp | 82.6%+15.3pp | 69.5%+28.5pp |
| Annual return | 20.80% | 27.32%-6.5pp | 802.84%-782.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $28,602 | $3,324+760.4% | $5,143+456.1% | $2,440+1072.3% |
| Participant deferral / active EE | $12,856 | $3,260+294.3% | $5,198+147.3% | $3,607+256.4% |
| Admin fee / account holder | $31,899 | $5,884+442.1% | $13,954+128.6% | $5,124+522.5% |