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 | $537,475 | $201,272+167.0% | $184,203+191.8% | $145,922+268.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.95% | 29.00%-10.1pp | 28.81%-9.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $9,568 | $7,022+36.3% | $6,427+48.9% | $4,660+105.3% |
| Participant deferral / active EE | $4,784 | $9,806-51.2% | $9,131-47.6% | $6,688-28.5% |
| Admin fee / account holder | $41,802 | $16,364+155.5% | $13,901+200.7% | $13,397+212.0% |