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 | $445,487 | $78,672+466.3% | $109,143+308.2% | $85,850+418.9% |
| Participation rate | 91.9% | 68.3%+23.6pp | 75.9%+16.0pp | 69.3%+22.6pp |
| Annual return | 15.16% | 25.09%-9.9pp | 25.75%-10.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $6,443 | $2,735+135.6% | $3,722+73.1% | $2,565+151.2% |
| Participant deferral / active EE | $15,637 | $3,467+351.0% | $4,653+236.1% | $3,952+295.7% |
| Admin fee / account holder | $2,420 | $5,469-55.7% | $6,752-64.2% | $6,260-61.3% |