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 | $461,049 | $148,978+209.5% | $200,582+129.9% | $84,808+443.6% |
| Participation rate | 82.3% | 84.2%-2.0pp | 86.9%-4.6pp | 68.3%+14.0pp |
| Annual return | 16.96% | 28.16%-11.2pp | 42.33%-25.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $8,007 | $4,815+66.3% | $6,419+24.7% | $2,631+204.4% |
| Participant deferral / active EE | $15,747 | $7,142+120.5% | $9,331+68.8% | $4,212+273.9% |
| Admin fee / account holder | $41,477 | $13,977+196.7% | $16,305+154.4% | $7,344+464.8% |