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 | $629,053 | $127,386+393.8% | $115,037+446.8% | $125,391+401.7% |
| Participation rate | 95.8% | 84.2%+11.7pp | 81.4%+14.5pp | 83.2%+12.6pp |
| Annual return | 0.40% | 31.28%-30.9pp | 26.14%-25.7pp | 282.22%-281.8pp |
| Employer contribution / active EE | $17,205 | $5,166+233.0% | $4,608+273.4% | $4,866+253.6% |
| Participant deferral / active EE | $10,780 | $6,423+67.8% | $6,026+78.9% | $5,352+101.4% |
| Admin fee / account holder | $12,980 | $9,516+36.4% | $8,175+58.8% | $9,540+36.1% |