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 8-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 | $512,888 | $148,978+244.3% | $200,582+155.7% | $84,808+504.8% |
| Participation rate | 98.8% | 84.2%+14.6pp | 86.9%+11.9pp | 68.3%+30.5pp |
| Annual return | 17.12% | 28.16%-11.0pp | 42.33%-25.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $18,147 | $4,815+276.9% | $6,419+182.7% | $2,631+589.7% |
| Participant deferral / active EE | $17,159 | $7,142+140.3% | $9,331+83.9% | $4,212+307.4% |
| Admin fee / account holder | $16,454 | $13,977+17.7% | $16,305+0.9% | $7,344+124.1% |