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 | $739,857 | $127,065+482.3% | $113,168+553.8% | $142,382+419.6% |
| Participation rate | 93.8% | 79.2%+14.5pp | 76.6%+17.2pp | 80.1%+13.6pp |
| Annual return | 19.25% | 24.03%-4.8pp | 24.27%-5.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $9,075 | $3,442+163.6% | $2,975+205.0% | $4,299+111.1% |
| Participant deferral / active EE | $21,964 | $5,716+284.2% | $5,107+330.1% | $6,507+237.5% |
| Admin fee / account holder | $57,010 | $15,736+262.3% | $12,068+372.4% | $12,624+351.6% |