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 | $578,855 | $85,766+574.9% | $136,294+324.7% | $70,131+725.4% |
| Participation rate | 97.2% | 74.2%+23.1pp | 81.9%+15.3pp | 69.5%+27.7pp |
| Annual return | 16.16% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $7,107 | $2,966+139.6% | $4,695+51.4% | $2,342+203.4% |
| Participant deferral / active EE | $18,102 | $5,051+258.3% | $6,247+189.8% | $3,332+443.3% |
| Admin fee / account holder | $1,733 | $5,420-68.0% | $9,243-81.2% | $4,645-62.7% |