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 | $474,525 | $181,894+160.9% | $156,549+203.1% | $273,961+73.2% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 6.97% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $12,649 | $6,248+102.4% | $5,501+129.9% | $4,869+159.8% |
| Participant deferral / active EE | $11,583 | $5,550+108.7% | $4,871+137.8% | $5,287+119.1% |
| Admin fee / account holder | $23,338 | $15,559+50.0% | $13,027+79.1% | $10,132+130.3% |