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 | $491,097 | $109,881+346.9% | $150,045+227.3% | $84,808+479.1% |
| Participation rate | 73.0% | 76.1%-3.1pp | 82.3%-9.3pp | 68.3%+4.7pp |
| Annual return | 15.52% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $10,461 | $3,561+193.8% | $4,693+122.9% | $2,631+297.6% |
| Participant deferral / active EE | $9,436 | $6,636+42.2% | $7,997+18.0% | $4,212+124.0% |
| Admin fee / account holder | $83,508 | $8,568+874.6% | $13,435+521.6% | $7,344+1037.1% |