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 | $625,128 | $110,257+467.0% | $96,544+547.5% | $139,434+348.3% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 24.98% | 26.32%-1.3pp | 25.84%-0.9pp | 372.94%-348.0pp |
| Employer contribution / active EE | $4,143 | $3,620+14.5% | $2,965+39.7% | $4,751-12.8% |
| Participant deferral / active EE | $8,461 | $5,548+52.5% | $4,851+74.4% | $6,710+26.1% |
| Admin fee / account holder | $21,854 | $11,591+88.5% | $8,252+164.8% | $11,403+91.7% |