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 | $499,402 | $148,978+235.2% | $200,582+149.0% | $84,808+488.9% |
| Participation rate | 98.0% | 84.2%+13.8pp | 86.9%+11.2pp | 68.3%+29.7pp |
| Annual return | 13.43% | 28.16%-14.7pp | 42.33%-28.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $5,704 | $4,815+18.5% | $6,419-11.1% | $2,631+116.8% |
| Participant deferral / active EE | $15,458 | $7,142+116.4% | $9,331+65.7% | $4,212+267.0% |
| Admin fee / account holder | $246,723 | $13,977+1665.2% | $16,305+1413.2% | $7,344+3259.6% |