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 | $601,701 | $109,881+447.6% | $150,045+301.0% | $84,808+609.5% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.5pp | 68.3%+26.6pp |
| Annual return | 14.20% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $27,416 | $3,561+669.9% | $4,693+484.2% | $2,631+942.1% |
| Participant deferral / active EE | $16,154 | $6,636+143.4% | $7,997+102.0% | $4,212+283.6% |
| Admin fee / account holder | $38,753 | $8,568+352.3% | $13,435+188.5% | $7,344+427.7% |