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 | $866,951 | $77,503+1018.6% | $100,391+763.6% | $80,856+972.2% |
| Participation rate | 94.1% | 76.9%+17.2pp | 81.5%+12.6pp | 67.6%+26.5pp |
| Annual return | 15.01% | 37.20%-22.2pp | 49.20%-34.2pp | 35.59%-20.6pp |
| Employer contribution / active EE | $15,862 | $2,801+466.3% | $3,942+302.4% | $2,755+475.8% |
| Participant deferral / active EE | $22,421 | $6,820+228.7% | $8,082+177.4% | $4,296+421.9% |
| Admin fee / account holder | $23,533 | $5,897+299.1% | $7,899+197.9% | $6,918+240.2% |