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 4-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 | $512,864 | $201,272+154.8% | $184,203+178.4% | $145,922+251.5% |
| Participation rate | 86.4% | 87.5%-1.1pp | 86.8%-0.5pp | 80.3%+6.1pp |
| Annual return | 18.77% | 29.00%-10.2pp | 28.81%-10.0pp | 561.29%-542.5pp |
| Employer contribution / active EE | $15,504 | $7,022+120.8% | $6,427+141.2% | $4,660+232.7% |
| Participant deferral / active EE | $17,127 | $9,806+74.7% | $9,131+87.6% | $6,688+156.1% |
| Admin fee / account holder | $101,203 | $16,364+518.5% | $13,901+628.0% | $13,397+655.4% |