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 | $563,620 | $227,396+147.9% | $442,409+27.4% | $116,875+382.2% |
| Participation rate | 95.7% | 85.7%+9.9pp | 88.0%+7.6pp | 74.5%+21.1pp |
| Annual return | 23.64% | 16.35%+7.3pp | 90.53%-66.9pp | 16.29%+7.3pp |
| Employer contribution / active EE | $18,599 | $5,244+254.7% | $7,697+141.6% | $3,288+465.7% |
| Participant deferral / active EE | $11,751 | $7,352+59.8% | $7,555+55.5% | $3,885+202.5% |
| Admin fee / account holder | $7,921 | $16,310-51.4% | $51,603-84.6% | $12,263-35.4% |