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 | $935,331 | $148,978+527.8% | $200,582+366.3% | $84,808+1002.9% |
| Participation rate | 94.4% | 84.2%+10.1pp | 86.9%+7.5pp | 68.3%+26.1pp |
| Annual return | 15.48% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $24,711 | $4,815+413.2% | $6,419+285.0% | $2,631+839.2% |
| Participant deferral / active EE | $18,790 | $7,142+163.1% | $9,331+101.4% | $4,212+346.2% |
| Admin fee / account holder | $49,095 | $13,977+251.2% | $16,305+201.1% | $7,344+568.5% |