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 | $585,047 | $123,793+372.6% | $177,821+229.0% | $79,858+632.6% |
| Participation rate | 95.9% | 84.7%+11.2pp | 87.7%+8.2pp | 69.6%+26.3pp |
| Annual return | 20.20% | 22.82%-2.6pp | 48.32%-28.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $11,478 | $4,095+180.3% | $5,918+93.9% | $2,471+364.6% |
| Participant deferral / active EE | $10,682 | $5,956+79.3% | $7,714+38.5% | $3,740+185.6% |
| Admin fee / account holder | $20,911 | $7,243+188.7% | $12,427+68.3% | $5,306+294.1% |