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 | $688,017 | $123,793+455.8% | $177,821+286.9% | $79,858+761.6% |
| Participation rate | 97.6% | 84.7%+13.0pp | 87.7%+9.9pp | 69.6%+28.0pp |
| Annual return | 15.07% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $31,411 | $4,095+667.0% | $5,918+430.7% | $2,471+1171.3% |
| Participant deferral / active EE | $11,426 | $5,956+91.8% | $7,714+48.1% | $3,740+205.5% |
| Admin fee / account holder | $6,814 | $7,243-5.9% | $12,427-45.2% | $5,306+28.4% |