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 | $455,685 | $80,717+464.5% | $154,803+194.4% | $84,808+437.3% |
| Participation rate | 92.3% | 66.8%+25.5pp | 78.1%+14.2pp | 68.3%+24.0pp |
| Annual return | 15.06% | 37.96%-22.9pp | 58.88%-43.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $13,816 | $2,761+400.3% | $4,305+220.9% | $2,631+425.1% |
| Participant deferral / active EE | $9,237 | $3,303+179.7% | $5,540+66.7% | $4,212+119.3% |
| Admin fee / account holder | $9,744 | $6,746+44.5% | $14,329-32.0% | $7,344+32.7% |