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 | $569,132 | $77,314+636.1% | $177,989+219.8% | $80,856+603.9% |
| Participation rate | 93.5% | 65.7%+27.8pp | 77.1%+16.5pp | 67.6%+25.9pp |
| Annual return | 12.41% | 18.09%-5.7pp | 294.48%-282.1pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,080 | $2,292+165.2% | $3,949+54.0% | $2,755+120.7% |
| Participant deferral / active EE | $14,980 | $4,411+239.6% | $6,276+138.7% | $4,296+248.7% |
| Admin fee / account holder | $2,831 | $7,191-60.6% | $10,363-72.7% | $6,918-59.1% |