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 | $451,115 | $101,724+343.5% | $164,813+173.7% | $80,856+457.9% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.6%+27.0pp |
| Annual return | 14.50% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $8,911 | $2,953+201.7% | $4,341+105.3% | $2,755+223.5% |
| Participant deferral / active EE | $9,208 | $4,477+105.7% | $6,031+52.7% | $4,296+114.4% |
| Admin fee / account holder | $19,530 | $8,227+137.4% | $12,690+53.9% | $6,918+182.3% |