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 | $591,298 | $95,803+517.2% | $113,168+422.5% | $84,808+597.2% |
| Participation rate | 93.5% | 72.9%+20.7pp | 76.6%+17.0pp | 68.3%+25.2pp |
| Annual return | 16.83% | 25.00%-8.2pp | 24.27%-7.4pp | 40.90%-24.1pp |
| Employer contribution / active EE | $6,274 | $2,360+165.8% | $2,975+110.9% | $2,631+138.5% |
| Participant deferral / active EE | $13,975 | $4,242+229.4% | $5,107+173.6% | $4,212+231.8% |
| Admin fee / account holder | $764 | $8,989-91.5% | $12,068-93.7% | $7,344-89.6% |