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 | $419,197 | $78,422+434.5% | $95,952+336.9% | $79,858+424.9% |
| Participation rate | 97.4% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 21.05% | 19.37%+1.7pp | 91.61%-70.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $8,126 | $1,945+317.8% | $2,541+219.8% | $2,471+228.9% |
| Participant deferral / active EE | $16,740 | $3,440+386.7% | $4,167+301.7% | $3,740+347.6% |
| Admin fee / account holder | $14,843 | $5,622+164.0% | $6,795+118.4% | $5,306+179.7% |