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 7-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 | $550,798 | $148,978+269.7% | $200,582+174.6% | $84,808+549.5% |
| Participation rate | 97.8% | 84.2%+13.6pp | 86.9%+10.9pp | 68.3%+29.5pp |
| Annual return | 16.19% | 28.16%-12.0pp | 42.33%-26.1pp | 40.90%-24.7pp |
| Employer contribution / active EE | $12,816 | $4,815+166.2% | $6,419+99.7% | $2,631+387.1% |
| Participant deferral / active EE | $19,501 | $7,142+173.0% | $9,331+109.0% | $4,212+363.0% |
| Admin fee / account holder | $41,778 | $13,977+198.9% | $16,305+156.2% | $7,344+468.9% |