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 | $469,976 | $109,359+329.8% | $162,163+189.8% | $72,985+543.9% |
| Participation rate | 98.4% | 84.3%+14.2pp | 87.6%+10.9pp | 69.5%+29.0pp |
| Annual return | 26.37% | 25.46%+0.9pp | 115.59%-89.2pp | 81.00%-54.6pp |
| Employer contribution / active EE | $19,929 | $3,907+410.0% | $5,614+255.0% | $2,440+716.8% |
| Participant deferral / active EE | $15,893 | $5,481+190.0% | $7,298+117.8% | $3,607+340.6% |
| Admin fee / account holder | $18,907 | $7,972+137.2% | $10,843+74.4% | $5,124+269.0% |