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 | $504,756 | $109,413+361.3% | $156,263+223.0% | $84,808+495.2% |
| Participation rate | 91.3% | 72.7%+18.6pp | 78.9%+12.4pp | 68.3%+23.0pp |
| Annual return | 13.60% | 20.18%-6.6pp | 59.47%-45.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $10,734 | $2,907+269.3% | $4,333+147.7% | $2,631+308.0% |
| Participant deferral / active EE | $10,784 | $4,590+135.0% | $6,158+75.1% | $4,212+156.1% |
| Admin fee / account holder | $23,558 | $9,357+151.8% | $14,255+65.3% | $7,344+220.8% |