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 | $451,421 | $109,881+310.8% | $150,045+200.9% | $84,808+432.3% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 14.23% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $4,815 | $3,561+35.2% | $4,693+2.6% | $2,631+83.0% |
| Participant deferral / active EE | $9,786 | $6,636+47.5% | $7,997+22.4% | $4,212+132.4% |
| Admin fee / account holder | $11,349 | $8,568+32.5% | $13,435-15.5% | $7,344+54.5% |