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 | $600,770 | $102,605+485.5% | $145,661+312.4% | $84,808+608.4% |
| Participation rate | 94.1% | 74.3%+19.8pp | 77.2%+16.9pp | 68.3%+25.8pp |
| Annual return | 16.88% | 26.50%-9.6pp | 101.46%-84.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $17,040 | $3,325+412.5% | $4,238+302.1% | $2,631+547.7% |
| Participant deferral / active EE | $14,828 | $5,750+157.9% | $7,198+106.0% | $4,212+252.1% |
| Admin fee / account holder | $7,854 | $8,758-10.3% | $12,466-37.0% | $7,344+6.9% |