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 | $681,467 | $61,156+1014.3% | $185,823+266.7% | $79,386+758.4% |
| Participation rate | 98.1% | 66.6%+31.4pp | 81.7%+16.4pp | 70.7%+27.4pp |
| Annual return | 14.85% | 19.45%-4.6pp | 122.05%-107.2pp | 116.85%-102.0pp |
| Employer contribution / active EE | $24,737 | $2,321+966.0% | $5,167+378.7% | $2,427+919.0% |
| Participant deferral / active EE | $14,504 | $2,789+420.1% | $5,568+160.5% | $4,046+258.5% |
| Admin fee / account holder | $78,500 | $710+10963.1% | $16,237+383.5% | $626+12431.3% |