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 | $417,766 | $148,978+180.4% | $200,582+108.3% | $84,808+392.6% |
| Participation rate | 97.5% | 84.2%+13.3pp | 86.9%+10.6pp | 68.3%+29.2pp |
| Annual return | 17.55% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $18,116 | $4,815+276.2% | $6,419+182.2% | $2,631+588.6% |
| Participant deferral / active EE | $16,242 | $7,142+127.4% | $9,331+74.1% | $4,212+285.6% |
| Admin fee / account holder | $33,504 | $13,977+139.7% | $16,305+105.5% | $7,344+356.2% |