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 | $568,311 | $138,347+310.8% | $184,203+208.5% | $80,856+602.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.49% | 20.02%-0.5pp | 28.81%-9.3pp | 35.59%-16.1pp |
| Employer contribution / active EE | $22,089 | $4,850+355.4% | $6,427+243.7% | $2,755+701.8% |
| Participant deferral / active EE | $13,368 | $7,071+89.1% | $9,131+46.4% | $4,296+211.2% |
| Admin fee / account holder | $5,080 | $10,483-51.5% | $13,901-63.5% | $6,918-26.6% |