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 | $403,919 | $117,983+242.4% | $101,794+296.8% | $142,382+183.7% |
| Participation rate | 87.0% | 74.2%+12.7pp | 69.2%+17.8pp | 80.1%+6.8pp |
| Annual return | 17.87% | 36.92%-19.1pp | 30.53%-12.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $9,691 | $2,773+249.5% | $2,289+323.4% | $4,299+125.4% |
| Participant deferral / active EE | $6,822 | $4,714+44.7% | $4,084+67.0% | $6,507+4.8% |
| Admin fee / account holder | $25,615 | $10,433+145.5% | $8,777+191.8% | $12,624+102.9% |