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 | $455,240 | $93,571+386.5% | $135,903+235.0% | $75,163+505.7% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 19.30% | 30.90%-11.6pp | 68.23%-48.9pp | 160.62%-141.3pp |
| Employer contribution / active EE | $18,770 | $3,537+430.7% | $4,856+286.5% | $2,670+603.1% |
| Participant deferral / active EE | $6,339 | $6,404-1.0% | $7,758-18.3% | $4,125+53.7% |
| Admin fee / account holder | $15,154 | $6,975+117.2% | $10,762+40.8% | $5,651+168.2% |