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 | $691,577 | $109,413+532.1% | $156,263+342.6% | $84,808+715.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 14.34% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $6,855 | $2,907+135.8% | $4,333+58.2% | $2,631+160.5% |
| Participant deferral / active EE | $7,361 | $4,590+60.4% | $6,158+19.5% | $4,212+74.8% |
| Admin fee / account holder | $18,355 | $9,357+96.2% | $14,255+28.8% | $7,344+149.9% |