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 | $449,902 | $77,314+481.9% | $177,989+152.8% | $80,856+456.4% |
| Participation rate | 90.0% | 65.7%+24.3pp | 77.1%+12.9pp | 67.6%+22.4pp |
| Annual return | 17.45% | 18.09%-0.6pp | 294.48%-277.0pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,745 | $2,292-23.9% | $3,949-55.8% | $2,755-36.7% |
| Participant deferral / active EE | $12,965 | $4,411+193.9% | $6,276+106.6% | $4,296+201.8% |
| Admin fee / account holder | $1,160 | $7,191-83.9% | $10,363-88.8% | $6,918-83.2% |