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 | $957,737 | $148,978+542.9% | $200,582+377.5% | $84,808+1029.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.87% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $13,605 | $4,815+182.5% | $6,419+111.9% | $2,631+417.1% |
| Participant deferral / active EE | $20,050 | $7,142+180.7% | $9,331+114.9% | $4,212+376.1% |
| Admin fee / account holder | $13,549 | $13,977-3.1% | $16,305-16.9% | $7,344+84.5% |