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 | $661,674 | $95,803+590.7% | $113,168+484.7% | $84,808+680.2% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 18.01% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $6,455 | $2,360+173.5% | $2,975+117.0% | $2,631+145.4% |
| Participant deferral / active EE | $16,139 | $4,242+280.4% | $5,107+216.0% | $4,212+283.2% |
| Admin fee / account holder | $18,647 | $8,989+107.4% | $12,068+54.5% | $7,344+153.9% |