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 | $526,225 | $138,347+280.4% | $184,203+185.7% | $80,856+550.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 24.67% | 20.02%+4.6pp | 28.81%-4.1pp | 35.59%-10.9pp |
| Employer contribution / active EE | $40,074 | $4,850+726.2% | $6,427+523.5% | $2,755+1354.7% |
| Participant deferral / active EE | $9,578 | $7,071+35.5% | $9,131+4.9% | $4,296+123.0% |
| Admin fee / account holder | $13,519 | $10,483+29.0% | $13,901-2.7% | $6,918+95.4% |