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 | $417,130 | $89,355+366.8% | $141,162+195.5% | $72,985+471.5% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 23.94% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.1pp |
| Employer contribution / active EE | $4,761 | $3,114+52.9% | $4,735+0.6% | $2,440+95.1% |
| Participant deferral / active EE | $6,564 | $5,418+21.1% | $6,709-2.2% | $3,607+81.9% |
| Admin fee / account holder | $9,826 | $5,958+64.9% | $10,261-4.2% | $5,124+91.8% |