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 | $515,928 | $109,881+369.5% | $150,045+243.8% | $84,808+508.4% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 15.52% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,403 | $3,561+79.8% | $4,693+36.4% | $2,631+143.4% |
| Participant deferral / active EE | $13,404 | $6,636+102.0% | $7,997+67.6% | $4,212+218.3% |
| Admin fee / account holder | $47,909 | $8,568+459.2% | $13,435+256.6% | $7,344+552.4% |