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 9-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 | $456,789 | $76,000+501.0% | $154,107+196.4% | $64,186+611.7% |
| Participation rate | 98.8% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | 9.33% | 30.32%-21.0pp | 735.12%-725.8pp | 7.63%+1.7pp |
| Employer contribution / active EE | $24,231 | $3,351+623.1% | $5,298+357.4% | $2,381+917.8% |
| Participant deferral / active EE | $13,745 | $3,175+332.9% | $5,081+170.5% | $3,470+296.2% |
| Admin fee / account holder | $710 | $5,596-87.3% | $13,411-94.7% | $4,888-85.5% |