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 | $451,666 | $109,881+311.1% | $150,045+201.0% | $84,808+432.6% |
| Participation rate | 95.5% | 76.1%+19.4pp | 82.3%+13.1pp | 68.3%+27.1pp |
| Annual return | 16.34% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $12,196 | $3,561+242.5% | $4,693+159.9% | $2,631+363.5% |
| Participant deferral / active EE | $11,507 | $6,636+73.4% | $7,997+43.9% | $4,212+173.2% |
| Admin fee / account holder | $30,292 | $8,568+253.5% | $13,435+125.5% | $7,344+312.5% |