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 | $728,211 | $81,248+796.3% | $155,509+368.3% | $80,856+800.6% |
| Participation rate | 96.6% | 66.2%+30.3pp | 78.2%+18.4pp | 67.6%+28.9pp |
| Annual return | 14.59% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $16,407 | $3,100+429.2% | $4,672+251.1% | $2,755+495.6% |
| Participant deferral / active EE | $19,198 | $3,452+456.2% | $5,626+241.2% | $4,296+346.9% |
| Admin fee / account holder | $5,270 | $7,997-34.1% | $15,912-66.9% | $6,918-23.8% |