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 | $437,510 | $81,248+438.5% | $155,509+181.3% | $80,856+441.1% |
| Participation rate | 93.8% | 66.2%+27.5pp | 78.2%+15.6pp | 67.6%+26.1pp |
| Annual return | 15.74% | 33.31%-17.6pp | 64.67%-48.9pp | 35.59%-19.9pp |
| Employer contribution / active EE | $12,565 | $3,100+305.3% | $4,672+168.9% | $2,755+356.1% |
| Participant deferral / active EE | $8,264 | $3,452+139.4% | $5,626+46.9% | $4,296+92.4% |
| Admin fee / account holder | $76,034 | $7,997+850.8% | $15,912+377.8% | $6,918+999.1% |