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 | $693,946 | $148,978+365.8% | $200,582+246.0% | $84,808+718.3% |
| Participation rate | 91.7% | 84.2%+7.4pp | 86.9%+4.8pp | 68.3%+23.4pp |
| Annual return | 16.54% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $15,910 | $4,815+230.4% | $6,419+147.9% | $2,631+504.7% |
| Participant deferral / active EE | $18,753 | $7,142+162.6% | $9,331+101.0% | $4,212+345.3% |
| Admin fee / account holder | $55,761 | $13,977+298.9% | $16,305+242.0% | $7,344+659.3% |