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 | $428,814 | $124,281+245.0% | $109,143+292.9% | $167,490+156.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.9%+15.0pp | 82.1%+8.8pp |
| Annual return | 14.77% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $8,202 | $4,207+95.0% | $3,722+120.4% | $4,837+69.6% |
| Participant deferral / active EE | $9,442 | $5,255+79.7% | $4,653+102.9% | $6,341+48.9% |
| Admin fee / account holder | $829 | $7,970-89.6% | $6,752-87.7% | $12,309-93.3% |