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 | $850,303 | $210,408+304.1% | $153,485+454.0% | $145,922+482.7% |
| Participation rate | 92.9% | 82.1%+10.7pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 29.70% | 13.37%+16.3pp | 15.65%+14.0pp | 561.29%-531.6pp |
| Employer contribution / active EE | $4,801 | $6,048-20.6% | $5,039-4.7% | $4,660+3.0% |
| Participant deferral / active EE | $9,617 | $7,975+20.6% | $6,757+42.3% | $6,688+43.8% |
| Admin fee / account holder | $36,160 | $19,419+86.2% | $12,724+184.2% | $13,397+169.9% |