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 | $565,714 | $109,881+414.8% | $150,045+277.0% | $84,808+567.1% |
| Participation rate | 82.1% | 76.1%+6.1pp | 82.3%-0.2pp | 68.3%+13.8pp |
| Annual return | 18.04% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $4,111 | $3,561+15.4% | $4,693-12.4% | $2,631+56.2% |
| Participant deferral / active EE | $14,605 | $6,636+120.1% | $7,997+82.6% | $4,212+246.8% |
| Admin fee / account holder | $58,165 | $8,568+578.9% | $13,435+332.9% | $7,344+692.0% |