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 | $674,297 | $123,793+444.7% | $177,821+279.2% | $79,858+744.4% |
| Participation rate | 95.7% | 84.7%+11.1pp | 87.7%+8.0pp | 69.6%+26.1pp |
| Annual return | 15.66% | 22.82%-7.2pp | 48.32%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $24,488 | $4,095+498.0% | $5,918+313.8% | $2,471+891.1% |
| Participant deferral / active EE | $12,957 | $5,956+117.5% | $7,714+68.0% | $3,740+246.4% |
| Admin fee / account holder | $13,498 | $7,243+86.4% | $12,427+8.6% | $5,306+154.4% |