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 | $394,625 | $80,717+388.9% | $154,803+154.9% | $84,808+365.3% |
| Participation rate | 97.6% | 66.8%+30.8pp | 78.1%+19.5pp | 68.3%+29.3pp |
| Annual return | 14.04% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $23,434 | $2,761+748.7% | $4,305+444.3% | $2,631+790.7% |
| Participant deferral / active EE | $12,824 | $3,303+288.3% | $5,540+131.5% | $4,212+204.5% |
| Admin fee / account holder | $35,574 | $6,746+427.4% | $14,329+148.3% | $7,344+384.4% |