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 | $435,678 | $80,717+439.8% | $154,803+181.4% | $84,808+413.7% |
| Participation rate | 92.9% | 66.8%+26.0pp | 78.1%+14.8pp | 68.3%+24.5pp |
| Annual return | 19.99% | 37.96%-18.0pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $15,201 | $2,761+450.5% | $4,305+253.1% | $2,631+477.8% |
| Participant deferral / active EE | $14,721 | $3,303+345.7% | $5,540+165.7% | $4,212+249.5% |
| Admin fee / account holder | $17,576 | $6,746+160.5% | $14,329+22.7% | $7,344+139.3% |