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 | $463,497 | $115,770+300.4% | $101,248+357.8% | $158,922+191.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 18.03% | 56.14%-38.1pp | 46.47%-28.4pp | 302.83%-284.8pp |
| Employer contribution / active EE | $16,092 | $4,175+285.5% | $3,660+339.7% | $4,761+238.0% |
| Participant deferral / active EE | $10,828 | $4,957+118.4% | $4,370+147.8% | $5,982+81.0% |
| Admin fee / account holder | $1,031 | $7,245-85.8% | $5,945-82.7% | $11,246-90.8% |