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 | $523,205 | $109,881+376.2% | $150,045+248.7% | $84,808+516.9% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $5,345 | $3,561+50.1% | $4,693+13.9% | $2,631+103.2% |
| Participant deferral / active EE | $13,037 | $6,636+96.5% | $7,997+63.0% | $4,212+209.5% |
| Admin fee / account holder | $62,890 | $8,568+634.0% | $13,435+368.1% | $7,344+756.4% |