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 | $629,555 | $89,753+601.4% | $107,525+485.5% | $84,808+642.3% |
| Participation rate | 92.1% | 68.1%+24.0pp | 75.1%+17.0pp | 68.3%+23.8pp |
| Annual return | 17.22% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $10,668 | $3,113+242.7% | $3,754+184.2% | $2,631+305.5% |
| Participant deferral / active EE | $18,299 | $4,056+351.1% | $5,116+257.7% | $4,212+334.5% |
| Admin fee / account holder | $68,309 | $7,222+845.8% | $8,919+665.9% | $7,344+830.2% |