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 | $447,542 | $125,758+255.9% | $169,993+163.3% | $75,163+495.4% |
| Participation rate | 92.1% | 83.6%+8.5pp | 87.0%+5.1pp | 67.2%+24.9pp |
| Annual return | 23.07% | 27.20%-4.1pp | 53.37%-30.3pp | 160.62%-137.5pp |
| Employer contribution / active EE | $17,098 | $4,615+270.5% | $6,785+152.0% | $2,670+540.4% |
| Participant deferral / active EE | $22,925 | $6,837+235.3% | $10,408+120.3% | $4,125+455.7% |
| Admin fee / account holder | $44,310 | $8,173+442.1% | $12,815+245.8% | $5,651+684.1% |