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 | $423,889 | $66,402+538.4% | $109,895+285.7% | $85,850+393.8% |
| Participation rate | 93.5% | 63.9%+29.7pp | 74.2%+19.3pp | 69.3%+24.2pp |
| Annual return | 36.43% | 19.59%+16.8pp | 29.45%+7.0pp | 318.53%-282.1pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,842-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,953 | $2,842+179.8% | $4,048+96.5% | $3,952+101.2% |
| Admin fee / account holder | $8,737 | $4,557+91.7% | $6,066+44.0% | $6,260+39.6% |