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 | $412,089 | $109,359+276.8% | $162,163+154.1% | $72,985+464.6% |
| Participation rate | 96.0% | 84.3%+11.7pp | 87.6%+8.4pp | 69.5%+26.5pp |
| Annual return | 21.16% | 25.46%-4.3pp | 115.59%-94.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $11,502 | $3,907+194.4% | $5,614+104.9% | $2,440+371.4% |
| Participant deferral / active EE | $6,934 | $5,481+26.5% | $7,298-5.0% | $3,607+92.2% |
| Admin fee / account holder | $9,409 | $7,972+18.0% | $10,843-13.2% | $5,124+83.6% |