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 9-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 | $439,650 | $61,156+618.9% | $185,823+136.6% | $79,386+453.8% |
| Participation rate | 97.3% | 66.6%+30.7pp | 81.7%+15.6pp | 70.7%+26.6pp |
| Annual return | 16.01% | 19.45%-3.4pp | 122.05%-106.0pp | 116.85%-100.8pp |
| Employer contribution / active EE | $16,721 | $2,321+620.6% | $5,167+223.6% | $2,427+588.8% |
| Participant deferral / active EE | $12,972 | $2,789+365.2% | $5,568+133.0% | $4,046+220.6% |
| Admin fee / account holder | $42,556 | $710+5897.4% | $16,237+162.1% | $626+6693.3% |