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 | $430,950 | $78,422+449.5% | $95,952+349.1% | $79,858+439.6% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 17.17% | 19.37%-2.2pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $6,925 | $1,945+256.0% | $2,541+172.5% | $2,471+180.3% |
| Participant deferral / active EE | $8,950 | $3,440+160.2% | $4,167+114.8% | $3,740+139.3% |
| Admin fee / account holder | $4,442 | $5,622-21.0% | $6,795-34.6% | $5,306-16.3% |