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 | $605,187 | $52,279+1057.6% | $89,391+577.0% | $79,858+657.8% |
| Participation rate | 98.5% | 57.5%+40.9pp | 68.0%+30.5pp | 69.6%+28.8pp |
| Annual return | 28.93% | 22.16%+6.8pp | 245.62%-216.7pp | 31.71%-2.8pp |
| Employer contribution / active EE | $8,581 | $1,572+446.0% | $2,586+231.9% | $2,471+247.3% |
| Participant deferral / active EE | $0 | $2,740-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,743 | $3,356+190.3% | $4,881+99.6% | $5,306+83.6% |