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 | $503,707 | $109,881+358.4% | $150,045+235.7% | $84,808+493.9% |
| Participation rate | 90.5% | 76.1%+14.4pp | 82.3%+8.2pp | 68.3%+22.2pp |
| Annual return | 17.08% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $4,219 | $3,561+18.5% | $4,693-10.1% | $2,631+60.4% |
| Participant deferral / active EE | $14,545 | $6,636+119.2% | $7,997+81.9% | $4,212+245.4% |
| Admin fee / account holder | $4,873 | $8,568-43.1% | $13,435-63.7% | $7,344-33.6% |