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 | $619,265 | $93,571+561.8% | $135,903+355.7% | $75,163+723.9% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 20.54% | 30.90%-10.4pp | 68.23%-47.7pp | 160.62%-140.1pp |
| Employer contribution / active EE | $5,594 | $3,537+58.2% | $4,856+15.2% | $2,670+109.5% |
| Participant deferral / active EE | $11,174 | $6,404+74.5% | $7,758+44.0% | $4,125+170.9% |
| Admin fee / account holder | $50,438 | $6,975+623.1% | $10,762+368.7% | $5,651+792.6% |