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 | $561,275 | $109,413+413.0% | $156,263+259.2% | $84,808+561.8% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 16.97% | 20.18%-3.2pp | 59.47%-42.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,630 | $2,907-9.5% | $4,333-39.3% | $2,6310% |
| Participant deferral / active EE | $7,559 | $4,590+64.7% | $6,158+22.7% | $4,212+79.5% |
| Admin fee / account holder | $53,005 | $9,357+466.5% | $14,255+271.8% | $7,344+621.8% |