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 | $359,921 | $87,013+313.6% | $106,213+238.9% | $80,856+345.1% |
| Participation rate | 95.3% | 70.4%+24.9pp | 75.3%+20.1pp | 67.6%+27.7pp |
| Annual return | 11.42% | 17.05%-5.6pp | 116.14%-104.7pp | 35.59%-24.2pp |
| Employer contribution / active EE | $9,729 | $2,395+306.2% | $3,171+206.8% | $2,755+253.2% |
| Participant deferral / active EE | $4,684 | $3,986+17.5% | $5,016-6.6% | $4,296+9.0% |
| Admin fee / account holder | $2,045 | $8,431-75.7% | $11,033-81.5% | $6,918-70.4% |