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 | $567,818 | $109,359+419.2% | $162,163+250.2% | $72,985+678.0% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 23.20% | 25.46%-2.3pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $8,130 | $3,907+108.1% | $5,614+44.8% | $2,440+233.2% |
| Participant deferral / active EE | $19,016 | $5,481+246.9% | $7,298+160.6% | $3,607+427.1% |
| Admin fee / account holder | $10,074 | $7,972+26.4% | $10,843-7.1% | $5,124+96.6% |