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 | $500,613 | $77,899+542.6% | $149,673+234.5% | $75,163+566.0% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 18.60% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $23,388 | $3,137+645.5% | $4,818+385.5% | $2,670+776.0% |
| Participant deferral / active EE | $16,294 | $3,411+377.7% | $5,680+186.9% | $4,125+295.0% |
| Admin fee / account holder | $2,722 | $5,956-54.3% | $13,210-79.4% | $5,651-51.8% |