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 | $868,651 | $80,717+976.2% | $154,803+461.1% | $84,808+924.3% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.1pp | 68.3%+26.9pp |
| Annual return | 14.76% | 37.96%-23.2pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $20,500 | $2,761+642.4% | $4,305+376.1% | $2,631+679.2% |
| Participant deferral / active EE | $15,779 | $3,303+377.7% | $5,540+184.8% | $4,212+274.7% |
| Admin fee / account holder | $23,436 | $6,746+247.4% | $14,329+63.6% | $7,344+219.1% |