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 | $717,937 | $109,413+556.2% | $156,263+359.4% | $84,808+746.5% |
| Participation rate | 90.0% | 72.7%+17.3pp | 78.9%+11.1pp | 68.3%+21.7pp |
| Annual return | 21.58% | 20.18%+1.4pp | 59.47%-37.9pp | 40.90%-19.3pp |
| Employer contribution / active EE | $11,280 | $2,907+288.0% | $4,333+160.3% | $2,631+328.7% |
| Participant deferral / active EE | $12,642 | $4,590+175.4% | $6,158+105.3% | $4,212+200.2% |
| Admin fee / account holder | $3,064 | $9,357-67.3% | $14,255-78.5% | $7,344-58.3% |