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 | $793,346 | $84,233+841.9% | $170,442+365.5% | $70,131+1031.2% |
| Participation rate | 95.2% | 70.8%+24.4pp | 83.6%+11.6pp | 69.5%+25.7pp |
| Annual return | 14.08% | 23.06%-9.0pp | 205.93%-191.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $25,550 | $3,387+654.4% | $5,433+370.3% | $2,342+990.7% |
| Participant deferral / active EE | $14,736 | $3,086+377.6% | $4,939+198.3% | $3,332+342.3% |
| Admin fee / account holder | $46,140 | $5,698+709.8% | $13,880+232.4% | $4,645+893.3% |