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 5-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 | $637,118 | $78,926+707.2% | $136,749+365.9% | $84,808+651.3% |
| Participation rate | 90.3% | 62.2%+28.1pp | 72.1%+18.2pp | 68.3%+22.0pp |
| Annual return | 18.85% | 18.17%+0.7pp | 24.33%-5.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $5,725 | $2,134+168.3% | $3,400+68.4% | $2,631+117.6% |
| Participant deferral / active EE | $13,106 | $3,168+313.7% | $4,692+179.3% | $4,212+211.2% |
| Admin fee / account holder | $26,951 | $6,369+323.1% | $11,386+136.7% | $7,344+267.0% |