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 | $420,263 | $73,933+468.4% | $96,683+334.7% | $75,163+459.1% |
| Participation rate | 96.3% | 66.4%+29.9pp | 74.3%+22.0pp | 67.2%+29.1pp |
| Annual return | 15.70% | 26.70%-11.0pp | 35.69%-20.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $7,219 | $2,928+146.6% | $3,737+93.2% | $2,670+170.4% |
| Participant deferral / active EE | $12,332 | $3,659+237.1% | $4,878+152.8% | $4,125+199.0% |
| Admin fee / account holder | $13,502 | $5,216+158.9% | $6,730+100.6% | $5,651+138.9% |