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 | $567,635 | $109,881+416.6% | $150,045+278.3% | $84,808+569.3% |
| Participation rate | 87.0% | 76.1%+10.9pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 15.00% | 28.25%-13.3pp | 62.55%-47.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $7,278 | $3,561+104.4% | $4,693+55.1% | $2,631+176.6% |
| Participant deferral / active EE | $11,735 | $6,636+76.8% | $7,997+46.7% | $4,212+178.6% |
| Admin fee / account holder | $25,608 | $8,568+198.9% | $13,435+90.6% | $7,344+248.7% |