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 | $285,762 | $130,194+119.5% | $169,993+68.1% | $71,457+299.9% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | 19.73% | 20.37%-0.6pp | 53.37%-33.6pp | 28.85%-9.1pp |
| Employer contribution / active EE | $10,506 | $4,381+139.8% | $6,785+54.8% | $2,588+306.0% |
| Participant deferral / active EE | $16,202 | $6,923+134.0% | $10,408+55.7% | $4,289+277.8% |
| Admin fee / account holder | $59,808 | $966+6093.8% | $12,815+366.7% | $1,587+3667.9% |