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 | $399,042 | $109,359+264.9% | $162,163+146.1% | $72,985+446.7% |
| Participation rate | 97.9% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.4pp |
| Annual return | 24.93% | 25.46%-0.5pp | 115.59%-90.7pp | 81.00%-56.1pp |
| Employer contribution / active EE | $19,315 | $3,907+394.3% | $5,614+244.1% | $2,440+691.6% |
| Participant deferral / active EE | $12,708 | $5,481+131.8% | $7,298+74.1% | $3,607+252.3% |
| Admin fee / account holder | $9,176 | $7,972+15.1% | $10,843-15.4% | $5,124+79.1% |