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 | $910,462 | $80,717+1028.0% | $154,803+488.1% | $84,808+973.6% |
| Participation rate | 95.9% | 66.8%+29.1pp | 78.1%+17.9pp | 68.3%+27.6pp |
| Annual return | 17.95% | 37.96%-20.0pp | 58.88%-40.9pp | 40.90%-22.9pp |
| Employer contribution / active EE | $24,060 | $2,761+771.3% | $4,305+458.8% | $2,631+814.5% |
| Participant deferral / active EE | $15,420 | $3,303+366.8% | $5,540+178.3% | $4,212+266.1% |
| Admin fee / account holder | $8,340 | $6,746+23.6% | $14,329-41.8% | $7,344+13.6% |