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 | $501,540 | $214,378+134.0% | $200,582+150.0% | $142,382+252.2% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 20.52% | 46.41%-25.9pp | 42.33%-21.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $22,981 | $6,841+235.9% | $6,419+258.0% | $4,299+434.5% |
| Participant deferral / active EE | $22,633 | $9,865+129.4% | $9,331+142.5% | $6,507+247.8% |
| Admin fee / account holder | $13,562 | $17,692-23.3% | $16,305-16.8% | $12,624+7.4% |