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 | $540,667 | $201,272+168.6% | $184,203+193.5% | $145,922+270.5% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 15.17% | 29.00%-13.8pp | 28.81%-13.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $26,166 | $7,022+272.6% | $6,427+307.1% | $4,660+461.5% |
| Participant deferral / active EE | $17,308 | $9,806+76.5% | $9,131+89.5% | $6,688+158.8% |
| Admin fee / account holder | $29,408 | $16,364+79.7% | $13,901+111.6% | $13,397+119.5% |