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 | $564,254 | $100,326+462.4% | $180,183+213.2% | $84,808+565.3% |
| Participation rate | 98.4% | 71.0%+27.4pp | 77.4%+21.0pp | 68.3%+30.1pp |
| Annual return | 15.79% | 17.86%-2.1pp | 27.86%-12.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $8,879 | $3,269+171.6% | $5,039+76.2% | $2,631+237.5% |
| Participant deferral / active EE | $17,198 | $5,066+239.5% | $6,822+152.1% | $4,212+308.3% |
| Admin fee / account holder | $5,922 | $9,674-38.8% | $19,975-70.4% | $7,344-19.4% |