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 | $673,418 | $77,634+767.4% | $156,549+330.2% | $62,891+970.8% |
| Participation rate | 96.9% | 71.2%+25.7pp | 84.0%+12.9pp | 69.3%+27.6pp |
| Annual return | 7.25% | 50.32%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $28,507 | $3,444+727.8% | $5,501+418.2% | $2,281+1149.8% |
| Participant deferral / active EE | $13,007 | $3,045+327.1% | $4,871+167.0% | $3,203+306.1% |
| Admin fee / account holder | $26,927 | $5,561+384.2% | $13,027+106.7% | $4,296+526.9% |