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 | $671,477 | $101,724+560.1% | $164,813+307.4% | $80,856+730.5% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.6%+24.7pp |
| Annual return | 16.77% | 16.72%+0.1pp | 69.93%-53.2pp | 35.59%-18.8pp |
| Employer contribution / active EE | $7,213 | $2,953+144.2% | $4,341+66.2% | $2,755+161.8% |
| Participant deferral / active EE | $8,639 | $4,477+92.9% | $6,031+43.2% | $4,296+101.1% |
| Admin fee / account holder | $2,410 | $8,227-70.7% | $12,690-81.0% | $6,918-65.2% |