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 5-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 | $670,970 | $101,883+558.6% | $453,369+48.0% | $85,850+681.6% |
| Participation rate | 95.5% | 72.3%+23.2pp | 78.0%+17.5pp | 69.3%+26.1pp |
| Annual return | 35.43% | 25.38%+10.0pp | 64.40%-29.0pp | 318.53%-283.1pp |
| Employer contribution / active EE | $6,952 | $2,847+144.1% | $4,070+70.8% | $2,565+171.0% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $6,209-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,609 | $5,706+156.0% | $11,209+30.3% | $6,260+133.4% |