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 | $860,525 | $148,978+477.6% | $200,582+329.0% | $84,808+914.7% |
| Participation rate | 96.2% | 84.2%+11.9pp | 86.9%+9.3pp | 68.3%+27.8pp |
| Annual return | 13.75% | 28.16%-14.4pp | 42.33%-28.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $12,422 | $4,815+158.0% | $6,419+93.5% | $2,631+372.1% |
| Participant deferral / active EE | $12,920 | $7,142+80.9% | $9,331+38.5% | $4,212+206.8% |
| Admin fee / account holder | $19,955 | $13,977+42.8% | $16,305+22.4% | $7,344+171.7% |