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 | $547,365 | $81,248+573.7% | $155,509+252.0% | $80,856+577.0% |
| Participation rate | 88.0% | 66.2%+21.8pp | 78.2%+9.8pp | 67.6%+20.4pp |
| Annual return | 19.90% | 33.31%-13.4pp | 64.67%-44.8pp | 35.59%-15.7pp |
| Employer contribution / active EE | $16,707 | $3,100+438.9% | $4,672+257.6% | $2,755+506.5% |
| Participant deferral / active EE | $13,504 | $3,452+291.3% | $5,626+140.0% | $4,296+214.4% |
| Admin fee / account holder | $7,210 | $7,997-9.8% | $15,912-54.7% | $6,918+4.2% |