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 | $419,675 | $93,571+348.5% | $135,903+208.8% | $75,163+458.4% |
| Participation rate | 95.3% | 75.2%+20.2pp | 81.9%+13.4pp | 67.2%+28.2pp |
| Annual return | 21.58% | 30.90%-9.3pp | 68.23%-46.7pp | 160.62%-139.0pp |
| Employer contribution / active EE | $9,448 | $3,537+167.1% | $4,856+94.5% | $2,670+253.9% |
| Participant deferral / active EE | $12,195 | $6,404+90.4% | $7,758+57.2% | $4,125+195.6% |
| Admin fee / account holder | $7,435 | $6,975+6.6% | $10,762-30.9% | $5,651+31.6% |