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 | $563,556 | $101,724+454.0% | $164,813+241.9% | $80,856+597.0% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 16.02% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $24,773 | $2,953+738.8% | $4,341+470.7% | $2,755+799.2% |
| Participant deferral / active EE | $13,675 | $4,477+205.4% | $6,031+126.7% | $4,296+218.3% |
| Admin fee / account holder | $8,671 | $8,227+5.4% | $12,690-31.7% | $6,918+25.3% |