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 | $629,840 | $54,705+1051.3% | $71,209+784.5% | $84,808+642.7% |
| Participation rate | 77.4% | 64.1%+13.3pp | 73.8%+3.7pp | 68.3%+9.1pp |
| Annual return | 17.53% | 35.90%-18.4pp | 282.51%-265.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $11,120 | $2,158+415.3% | $2,721+308.7% | $2,631+322.7% |
| Participant deferral / active EE | $15,325 | $3,030+405.7% | $4,175+267.1% | $4,212+263.9% |
| Admin fee / account holder | $41,172 | $4,863+746.6% | $5,349+669.8% | $7,344+460.6% |