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 | $525,668 | $58,851+793.2% | $115,157+356.5% | $72,985+620.2% |
| Participation rate | 96.4% | 65.5%+30.9pp | 75.9%+20.5pp | 69.5%+26.9pp |
| Annual return | 20.96% | 23.16%-2.2pp | 35.60%-14.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $8,278 | $1,798+360.4% | $3,179+160.4% | $2,440+239.3% |
| Participant deferral / active EE | $8,372 | $2,643+216.8% | $4,168+100.8% | $3,607+132.1% |
| Admin fee / account holder | $1,582 | $6,370-75.2% | $7,088-77.7% | $5,124-69.1% |