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 | $500,800 | $49,227+917.3% | $70,449+610.9% | $79,858+527.1% |
| Participation rate | 96.2% | 69.2%+27.0pp | 75.1%+21.1pp | 69.6%+26.5pp |
| Annual return | 24.84% | 30.06%-5.2pp | 109.03%-84.2pp | 31.71%-6.9pp |
| Employer contribution / active EE | $2,372 | $2,099+13.0% | $2,737-13.3% | $2,471-4.0% |
| Participant deferral / active EE | $8,967 | $2,768+224.0% | $3,709+141.8% | $3,740+139.8% |
| Admin fee / account holder | $30,854 | $2,878+972.0% | $3,845+702.4% | $5,306+481.5% |