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 | $575,543 | $148,978+286.3% | $200,582+186.9% | $84,808+578.6% |
| Participation rate | 98.9% | 84.2%+14.7pp | 86.9%+12.1pp | 68.3%+30.6pp |
| Annual return | 25.96% | 28.16%-2.2pp | 42.33%-16.4pp | 40.90%-14.9pp |
| Employer contribution / active EE | $17,139 | $4,815+255.9% | $6,419+167.0% | $2,631+551.4% |
| Participant deferral / active EE | $23,303 | $7,142+226.3% | $9,331+149.7% | $4,212+453.3% |
| Admin fee / account holder | $54,468 | $13,977+289.7% | $16,305+234.1% | $7,344+641.7% |