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 | $512,690 | $93,571+447.9% | $135,903+277.2% | $75,163+582.1% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 16.95% | 30.90%-14.0pp | 68.23%-51.3pp | 160.62%-143.7pp |
| Employer contribution / active EE | $19,706 | $3,537+457.2% | $4,856+305.8% | $2,670+638.1% |
| Participant deferral / active EE | $16,553 | $6,404+158.5% | $7,758+113.4% | $4,125+301.3% |
| Admin fee / account holder | $1,521 | $6,975-78.2% | $10,762-85.9% | $5,651-73.1% |