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 | $725,799 | $97,744+642.6% | $103,476+601.4% | $145,922+397.4% |
| Participation rate | 93.3% | 81.1%+12.2pp | 80.5%+12.8pp | 80.3%+13.1pp |
| Annual return | 14.48% | 25.41%-10.9pp | 23.90%-9.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $8,788 | $4,677+87.9% | $4,672+88.1% | $4,660+88.6% |
| Participant deferral / active EE | $10,024 | $6,603+51.8% | $6,623+51.4% | $6,688+49.9% |
| Admin fee / account holder | $5,329 | $12,515-57.4% | $9,413-43.4% | $13,397-60.2% |