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 | $812,892 | $80,717+907.1% | $154,803+425.1% | $84,808+858.5% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 27.06% | 37.96%-10.9pp | 58.88%-31.8pp | 40.90%-13.8pp |
| Employer contribution / active EE | $21,573 | $2,761+681.3% | $4,305+401.1% | $2,631+720.0% |
| Participant deferral / active EE | $15,082 | $3,303+356.6% | $5,540+172.2% | $4,212+258.1% |
| Admin fee / account holder | $4,413 | $6,746-34.6% | $14,329-69.2% | $7,344-39.9% |