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 | $398,037 | $109,413+263.8% | $156,263+154.7% | $84,808+369.3% |
| Participation rate | 97.5% | 72.7%+24.8pp | 78.9%+18.6pp | 68.3%+29.2pp |
| Annual return | 16.12% | 20.18%-4.1pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $10,186 | $2,907+250.4% | $4,333+135.1% | $2,631+287.1% |
| Participant deferral / active EE | $18,601 | $4,590+305.3% | $6,158+202.1% | $4,212+341.7% |
| Admin fee / account holder | $49,459 | $9,357+428.6% | $14,255+247.0% | $7,344+573.5% |