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 | $550,902 | $138,347+298.2% | $184,203+199.1% | $80,856+581.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 14.89% | 20.02%-5.1pp | 28.81%-13.9pp | 35.59%-20.7pp |
| Employer contribution / active EE | $4,584 | $4,850-5.5% | $6,427-28.7% | $2,755+66.4% |
| Participant deferral / active EE | $9,326 | $7,071+31.9% | $9,131+2.1% | $4,296+117.1% |
| Admin fee / account holder | $42,812 | $10,483+308.4% | $13,901+208.0% | $6,918+518.9% |