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 | $965,270 | $109,881+778.5% | $150,045+543.3% | $84,808+1038.2% |
| Participation rate | 96.9% | 76.1%+20.8pp | 82.3%+14.6pp | 68.3%+28.6pp |
| Annual return | 16.40% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $19,518 | $3,561+448.1% | $4,693+315.9% | $2,631+641.9% |
| Participant deferral / active EE | $15,560 | $6,636+134.5% | $7,997+94.6% | $4,212+269.5% |
| Admin fee / account holder | $12,404 | $8,568+44.8% | $13,435-7.7% | $7,344+68.9% |