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 | $416,802 | $93,571+345.4% | $135,903+206.7% | $75,163+454.5% |
| Participation rate | 94.9% | 75.2%+19.7pp | 81.9%+13.0pp | 67.2%+27.7pp |
| Annual return | 22.02% | 30.90%-8.9pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $12,116 | $3,537+242.6% | $4,856+149.5% | $2,670+353.8% |
| Participant deferral / active EE | $15,142 | $6,404+136.4% | $7,758+95.2% | $4,125+267.1% |
| Admin fee / account holder | $22,248 | $6,975+218.9% | $10,762+106.7% | $5,651+293.7% |