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 | $490,477 | $125,758+290.0% | $169,993+188.5% | $75,163+552.5% |
| Participation rate | 93.7% | 83.6%+10.1pp | 87.0%+6.7pp | 67.2%+26.5pp |
| Annual return | 23.64% | 27.20%-3.6pp | 53.37%-29.7pp | 160.62%-137.0pp |
| Employer contribution / active EE | $8,952 | $4,615+94.0% | $6,785+31.9% | $2,670+235.3% |
| Participant deferral / active EE | $10,550 | $6,837+54.3% | $10,408+1.4% | $4,125+155.7% |
| Admin fee / account holder | $8,993 | $8,173+10.0% | $12,815-29.8% | $5,651+59.1% |