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 | $567,643 | $148,978+281.0% | $200,582+183.0% | $84,808+569.3% |
| Participation rate | 96.6% | 84.2%+12.3pp | 86.9%+9.7pp | 68.3%+28.2pp |
| Annual return | 15.95% | 28.16%-12.2pp | 42.33%-26.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $16,107 | $4,815+234.5% | $6,419+150.9% | $2,631+512.2% |
| Participant deferral / active EE | $15,804 | $7,142+121.3% | $9,331+69.4% | $4,212+275.3% |
| Admin fee / account holder | $9,798 | $13,977-29.9% | $16,305-39.9% | $7,344+33.4% |