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 | $400,543 | $109,413+266.1% | $156,263+156.3% | $84,808+372.3% |
| Participation rate | 98.9% | 72.7%+26.2pp | 78.9%+20.0pp | 68.3%+30.6pp |
| Annual return | 15.92% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $6,950 | $2,907+139.1% | $4,333+60.4% | $2,631+164.2% |
| Participant deferral / active EE | $8,987 | $4,590+95.8% | $6,158+45.9% | $4,212+113.4% |
| Admin fee / account holder | $9,798 | $9,357+4.7% | $14,255-31.3% | $7,344+33.4% |