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 | $441,796 | $93,571+372.2% | $135,903+225.1% | $75,163+487.8% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 67.2%+20.6pp |
| Annual return | 23.12% | 30.90%-7.8pp | 68.23%-45.1pp | 160.62%-137.5pp |
| Employer contribution / active EE | $18,284 | $3,537+417.0% | $4,856+276.5% | $2,670+584.8% |
| Participant deferral / active EE | $13,788 | $6,404+115.3% | $7,758+77.7% | $4,125+234.2% |
| Admin fee / account holder | $4,322 | $6,975-38.0% | $10,762-59.8% | $5,651-23.5% |