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 | $388,182 | $80,717+380.9% | $154,803+150.8% | $84,808+357.7% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 46.28% | 37.96%+8.3pp | 58.88%-12.6pp | 40.90%+5.4pp |
| Employer contribution / active EE | $8,443 | $2,761+205.7% | $4,305+96.1% | $2,631+220.9% |
| Participant deferral / active EE | $5,310 | $3,303+60.7% | $5,540-4.2% | $4,212+26.1% |
| Admin fee / account holder | $2,452 | $6,746-63.7% | $14,329-82.9% | $7,344-66.6% |