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 | $498,760 | $95,803+420.6% | $113,168+340.7% | $84,808+488.1% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 14.19% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,761 | $2,360+59.4% | $2,975+26.4% | $2,631+43.0% |
| Participant deferral / active EE | $18,868 | $4,242+344.8% | $5,107+269.5% | $4,212+348.0% |
| Admin fee / account holder | $13,633 | $8,989+51.7% | $12,068+13.0% | $7,344+85.6% |