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 | $545,774 | $89,355+510.8% | $141,162+286.6% | $72,985+647.8% |
| Participation rate | 95.6% | 75.1%+20.4pp | 82.5%+13.1pp | 69.5%+26.1pp |
| Annual return | 23.95% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $5,119 | $3,114+64.4% | $4,735+8.1% | $2,440+109.8% |
| Participant deferral / active EE | $12,499 | $5,418+130.7% | $6,709+86.3% | $3,607+246.5% |
| Admin fee / account holder | $27,110 | $5,958+355.0% | $10,261+164.2% | $5,124+429.0% |