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 | $493,153 | $73,933+567.0% | $96,683+410.1% | $75,163+556.1% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.5pp | 67.2%+30.6pp |
| Annual return | 20.04% | 26.70%-6.7pp | 35.69%-15.7pp | 160.62%-140.6pp |
| Employer contribution / active EE | $8,570 | $2,928+192.7% | $3,737+129.3% | $2,670+221.0% |
| Participant deferral / active EE | $18,307 | $3,659+400.4% | $4,878+275.3% | $4,125+343.8% |
| Admin fee / account holder | $34,049 | $5,216+552.7% | $6,730+406.0% | $5,651+502.5% |