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 | $665,893 | $101,724+554.6% | $164,813+304.0% | $80,856+723.5% |
| Participation rate | 73.7% | 71.8%+1.9pp | 78.6%-4.9pp | 67.6%+6.0pp |
| Annual return | 13.35% | 16.72%-3.4pp | 69.93%-56.6pp | 35.59%-22.2pp |
| Employer contribution / active EE | $14,938 | $2,953+405.8% | $4,341+244.1% | $2,755+442.2% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $796 | $8,227-90.3% | $12,690-93.7% | $6,918-88.5% |