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 | $629,277 | $148,978+322.4% | $200,582+213.7% | $84,808+642.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 17.00% | 28.16%-11.2pp | 42.33%-25.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $14,642 | $4,815+204.1% | $6,419+128.1% | $2,631+456.5% |
| Participant deferral / active EE | $18,709 | $7,142+161.9% | $9,331+100.5% | $4,212+344.2% |
| Admin fee / account holder | $9,166 | $13,977-34.4% | $16,305-43.8% | $7,344+24.8% |