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 | $572,199 | $109,359+423.2% | $162,163+252.9% | $72,985+684.0% |
| Participation rate | 92.6% | 84.3%+8.3pp | 87.6%+5.0pp | 69.5%+23.1pp |
| Annual return | 17.92% | 25.46%-7.5pp | 115.59%-97.7pp | 81.00%-63.1pp |
| Employer contribution / active EE | $14,701 | $3,907+276.3% | $5,614+161.9% | $2,440+502.6% |
| Participant deferral / active EE | $10,138 | $5,481+85.0% | $7,298+38.9% | $3,607+181.0% |
| Admin fee / account holder | $25,191 | $7,972+216.0% | $10,843+132.3% | $5,124+391.6% |