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 | $649,368 | $148,978+335.9% | $200,582+223.7% | $84,808+665.7% |
| Participation rate | 96.3% | 84.2%+12.1pp | 86.9%+9.4pp | 68.3%+28.0pp |
| Annual return | 17.69% | 28.16%-10.5pp | 42.33%-24.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $29,693 | $4,815+516.7% | $6,419+362.6% | $2,631+1028.6% |
| Participant deferral / active EE | $29,693 | $7,142+315.8% | $9,331+218.2% | $4,212+605.0% |
| Admin fee / account holder | $64,141 | $13,977+358.9% | $16,305+293.4% | $7,344+773.4% |