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 | $490,176 | $81,460+501.7% | $103,333+374.4% | $80,856+506.2% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 11.84% | 25.55%-13.7pp | 24.88%-13.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $28,750 | $3,105+825.9% | $3,868+643.3% | $2,755+943.6% |
| Participant deferral / active EE | $9,879 | $3,869+155.4% | $5,057+95.3% | $4,296+130.0% |
| Admin fee / account holder | $27,411 | $6,566+317.4% | $8,355+228.1% | $6,918+296.2% |