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 | $375,004 | $148,978+151.7% | $200,582+87.0% | $84,808+342.2% |
| Participation rate | 95.0% | 84.2%+10.8pp | 86.9%+8.1pp | 68.3%+26.7pp |
| Annual return | 21.63% | 28.16%-6.5pp | 42.33%-20.7pp | 40.90%-19.3pp |
| Employer contribution / active EE | $7,591 | $4,815+57.6% | $6,419+18.3% | $2,631+188.5% |
| Participant deferral / active EE | $12,088 | $7,142+69.3% | $9,331+29.5% | $4,212+187.0% |
| Admin fee / account holder | $34,546 | $13,977+147.2% | $16,305+111.9% | $7,344+370.4% |