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 | $514,608 | $81,248+533.4% | $155,509+230.9% | $80,856+536.4% |
| Participation rate | 89.3% | 66.2%+23.1pp | 78.2%+11.1pp | 67.6%+21.6pp |
| Annual return | 14.75% | 33.31%-18.6pp | 64.67%-49.9pp | 35.59%-20.8pp |
| Employer contribution / active EE | $17,827 | $3,100+475.0% | $4,672+281.5% | $2,755+547.1% |
| Participant deferral / active EE | $15,145 | $3,452+338.8% | $5,626+169.2% | $4,296+252.6% |
| Admin fee / account holder | $21,574 | $7,997+169.8% | $15,912+35.6% | $6,918+211.9% |