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 | $446,658 | $109,881+306.5% | $150,045+197.7% | $84,808+426.7% |
| Participation rate | 93.6% | 76.1%+17.5pp | 82.3%+11.3pp | 68.3%+25.3pp |
| Annual return | 16.04% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $9,857 | $3,561+176.8% | $4,693+110.0% | $2,631+274.7% |
| Participant deferral / active EE | $12,700 | $6,636+91.4% | $7,997+58.8% | $4,212+201.6% |
| Admin fee / account holder | $3,000 | $8,568-65.0% | $13,435-77.7% | $7,344-59.2% |