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 | $378,866 | $138,347+173.9% | $184,203+105.7% | $80,856+368.6% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 15.41% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $16,636 | $4,850+243.0% | $6,427+158.8% | $2,755+503.9% |
| Participant deferral / active EE | $12,924 | $7,071+82.8% | $9,131+41.5% | $4,296+200.9% |
| Admin fee / account holder | $9,630 | $10,483-8.1% | $13,901-30.7% | $6,918+39.2% |