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 | $503,803 | $89,753+461.3% | $107,525+368.5% | $84,808+494.1% |
| Participation rate | 90.5% | 68.1%+22.4pp | 75.1%+15.4pp | 68.3%+22.2pp |
| Annual return | 17.68% | 29.48%-11.8pp | 181.32%-163.6pp | 40.90%-23.2pp |
| Employer contribution / active EE | $8,025 | $3,113+157.7% | $3,754+113.8% | $2,631+205.0% |
| Participant deferral / active EE | $9,105 | $4,056+124.5% | $5,116+78.0% | $4,212+116.2% |
| Admin fee / account holder | $58,464 | $7,222+709.5% | $8,919+555.5% | $7,344+696.1% |