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 | $379,201 | $109,881+245.1% | $150,045+152.7% | $84,808+347.1% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 17.85% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.0pp |
| Employer contribution / active EE | $9,770 | $3,561+174.3% | $4,693+108.2% | $2,631+271.3% |
| Participant deferral / active EE | $20,971 | $6,636+216.0% | $7,997+162.2% | $4,212+397.9% |
| Admin fee / account holder | $12,943 | $8,568+51.1% | $13,435-3.7% | $7,344+76.2% |