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 | $553,657 | $86,929+536.9% | $102,423+440.6% | $80,856+584.7% |
| Participation rate | 88.9% | 72.4%+16.5pp | 76.5%+12.4pp | 67.6%+21.3pp |
| Annual return | 14.31% | 18.88%-4.6pp | 29.32%-15.0pp | 35.59%-21.3pp |
| Employer contribution / active EE | $9,252 | $2,369+290.5% | $3,023+206.0% | $2,755+235.9% |
| Participant deferral / active EE | $5,769 | $4,118+40.1% | $5,053+14.2% | $4,296+34.3% |
| Admin fee / account holder | $53,561 | $8,049+565.4% | $9,451+466.7% | $6,918+674.2% |