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 | $662,961 | $148,978+345.0% | $200,582+230.5% | $84,808+681.7% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 14.53% | 28.16%-13.6pp | 42.33%-27.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,179 | $4,815+28.3% | $6,419-3.7% | $2,631+134.9% |
| Participant deferral / active EE | $19,405 | $7,142+171.7% | $9,331+108.0% | $4,212+360.8% |
| Admin fee / account holder | $88,084 | $13,977+530.2% | $16,305+440.2% | $7,344+1099.4% |