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 7-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 | $479,916 | $138,347+246.9% | $184,203+160.5% | $80,856+493.5% |
| Participation rate | 97.9% | 83.9%+14.0pp | 86.8%+11.1pp | 67.6%+30.3pp |
| Annual return | 13.44% | 20.02%-6.6pp | 28.81%-15.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $11,637 | $4,850+139.9% | $6,427+81.1% | $2,755+322.4% |
| Participant deferral / active EE | $18,806 | $7,071+166.0% | $9,131+106.0% | $4,296+337.8% |
| Admin fee / account holder | $24,904 | $10,483+137.6% | $13,901+79.2% | $6,918+260.0% |