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 | $450,584 | $148,978+202.4% | $200,582+124.6% | $84,808+431.3% |
| Participation rate | 97.1% | 84.2%+12.8pp | 86.9%+10.2pp | 68.3%+28.7pp |
| Annual return | 19.00% | 28.16%-9.2pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $9,204 | $4,815+91.1% | $6,419+43.4% | $2,631+249.8% |
| Participant deferral / active EE | $15,097 | $7,142+111.4% | $9,331+61.8% | $4,212+258.5% |
| Admin fee / account holder | $3,483 | $13,977-75.1% | $16,305-78.6% | $7,344-52.6% |