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 | $403,086 | $109,881+266.8% | $150,045+168.6% | $84,808+375.3% |
| Participation rate | 97.7% | 76.1%+21.6pp | 82.3%+15.4pp | 68.3%+29.4pp |
| Annual return | 16.99% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $17,798 | $3,561+399.8% | $4,693+279.2% | $2,631+576.5% |
| Participant deferral / active EE | $7,715 | $6,636+16.3% | $7,997-3.5% | $4,212+83.2% |
| Admin fee / account holder | $11,693 | $8,568+36.5% | $13,435-13.0% | $7,344+59.2% |