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 | $551,063 | $81,460+576.5% | $103,333+433.3% | $80,856+581.5% |
| Participation rate | 94.6% | 66.8%+27.7pp | 74.5%+20.1pp | 67.6%+27.0pp |
| Annual return | 10.52% | 25.55%-15.0pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $23,690 | $3,105+662.9% | $3,868+512.5% | $2,755+760.0% |
| Participant deferral / active EE | $10,537 | $3,869+172.4% | $5,057+108.3% | $4,296+145.3% |
| Admin fee / account holder | $21,744 | $6,566+231.1% | $8,355+160.3% | $6,918+214.3% |