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 | $517,788 | $107,452+381.9% | $91,541+465.6% | $142,382+263.7% |
| Participation rate | 84.6% | 75.1%+9.5pp | 69.8%+14.8pp | 80.1%+4.5pp |
| Annual return | 16.11% | 22.06%-5.9pp | 20.50%-4.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,981 | $2,994+199.9% | $2,505+258.6% | $4,299+108.9% |
| Participant deferral / active EE | $10,908 | $4,754+129.4% | $4,008+172.2% | $6,507+67.6% |
| Admin fee / account holder | $3,470 | $8,834-60.7% | $6,956-50.1% | $12,624-72.5% |