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 | $554,850 | $54,705+914.3% | $71,209+679.2% | $84,808+554.2% |
| Participation rate | 98.2% | 64.1%+34.1pp | 73.8%+24.5pp | 68.3%+29.9pp |
| Annual return | 15.76% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $36,612 | $2,158+1596.7% | $2,721+1245.6% | $2,631+1291.6% |
| Participant deferral / active EE | $14,641 | $3,030+383.1% | $4,175+250.7% | $4,212+247.6% |
| Admin fee / account holder | $12,632 | $4,863+159.7% | $5,349+136.2% | $7,344+72.0% |