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 | $550,011 | $176,812+211.1% | $146,665+275.0% | $167,490+228.4% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 14.20% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.4pp |
| Employer contribution / active EE | $22,611 | $5,160+338.2% | $4,136+446.7% | $4,837+367.4% |
| Participant deferral / active EE | $15,000 | $6,440+132.9% | $5,506+172.4% | $6,341+136.5% |
| Admin fee / account holder | $12,331 | $13,259-7.0% | $10,280+20.0% | $12,309+0.2% |