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 | $910,802 | $86,929+947.7% | $102,423+789.3% | $80,856+1026.4% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.1pp |
| Annual return | 21.25% | 18.88%+2.4pp | 29.32%-8.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $16,585 | $2,369+600.0% | $3,023+448.6% | $2,755+502.0% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,871 | $8,049-39.5% | $9,451-48.5% | $6,918-29.6% |