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 | $580,066 | $89,753+546.3% | $107,525+439.5% | $84,808+584.0% |
| Participation rate | 85.3% | 68.1%+17.2pp | 75.1%+10.2pp | 68.3%+17.0pp |
| Annual return | 17.49% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $23,529 | $3,113+655.7% | $3,754+526.9% | $2,631+794.3% |
| Participant deferral / active EE | $6,343 | $4,056+56.4% | $5,116+24.0% | $4,212+50.6% |
| Admin fee / account holder | $4,469 | $7,222-38.1% | $8,919-49.9% | $7,344-39.1% |