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 | $936,477 | $176,812+429.6% | $146,665+538.5% | $167,490+459.1% |
| Participation rate | 82.4% | 83.6%-1.3pp | 80.1%+2.3pp | 82.1%+0.2pp |
| Annual return | 13.40% | 24.03%-10.6pp | 22.74%-9.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $5,588 | $5,160+8.3% | $4,136+35.1% | $4,837+15.5% |
| Participant deferral / active EE | $15,200 | $6,440+136.0% | $5,506+176.1% | $6,341+139.7% |
| Admin fee / account holder | $156,570 | $13,259+1080.8% | $10,280+1423.1% | $12,309+1172.0% |