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 | $572,716 | $89,355+540.9% | $141,162+305.7% | $72,985+684.7% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.3pp |
| Annual return | 25.46% | 111.85%-86.4pp | 71.39%-45.9pp | 81.00%-55.5pp |
| Employer contribution / active EE | $19,713 | $3,114+533.0% | $4,735+316.3% | $2,440+708.0% |
| Participant deferral / active EE | $15,184 | $5,418+180.3% | $6,709+126.3% | $3,607+320.9% |
| Admin fee / account holder | $9,223 | $5,958+54.8% | $10,261-10.1% | $5,124+80.0% |