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 | $523,521 | $95,803+446.5% | $113,168+362.6% | $84,808+517.3% |
| Participation rate | 96.0% | 72.9%+23.1pp | 76.6%+19.4pp | 68.3%+27.7pp |
| Annual return | 15.21% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,522 | $2,360+6.9% | $2,975-15.2% | $2,631-4.1% |
| Participant deferral / active EE | $10,807 | $4,242+154.8% | $5,107+111.6% | $4,212+156.6% |
| Admin fee / account holder | $99,877 | $8,989+1011.1% | $12,068+727.6% | $7,344+1260.0% |