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 | $893,831 | $89,355+900.3% | $141,162+533.2% | $72,985+1124.7% |
| Participation rate | 93.3% | 75.1%+18.2pp | 82.5%+10.9pp | 69.5%+23.8pp |
| Annual return | 26.37% | 111.85%-85.5pp | 71.39%-45.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $17,828 | $3,114+472.4% | $4,735+276.5% | $2,440+630.7% |
| Participant deferral / active EE | $12,501 | $5,418+130.7% | $6,709+86.3% | $3,607+246.5% |
| Admin fee / account holder | $18,382 | $5,958+208.5% | $10,261+79.1% | $5,124+258.7% |