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 | $839,590 | $177,572+372.8% | $154,803+442.4% | $142,382+489.7% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 15.11% | 65.07%-50.0pp | 58.88%-43.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $13,543 | $4,810+181.5% | $4,305+214.5% | $4,299+215.0% |
| Participant deferral / active EE | $11,627 | $6,272+85.4% | $5,540+109.8% | $6,507+78.7% |
| Admin fee / account holder | $18,455 | $16,786+9.9% | $14,329+28.8% | $12,624+46.2% |