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 | $535,783 | $148,978+259.6% | $200,582+167.1% | $84,808+531.8% |
| Participation rate | 86.7% | 84.2%+2.4pp | 86.9%-0.2pp | 68.3%+18.4pp |
| Annual return | 19.00% | 28.16%-9.2pp | 42.33%-23.3pp | 40.90%-21.9pp |
| Employer contribution / active EE | $5,775 | $4,815+19.9% | $6,419-10.0% | $2,631+119.5% |
| Participant deferral / active EE | $21,028 | $7,142+194.4% | $9,331+125.4% | $4,212+399.3% |
| Admin fee / account holder | $51,962 | $13,977+271.8% | $16,305+218.7% | $7,344+607.6% |