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 | $572,117 | $109,881+420.7% | $150,045+281.3% | $84,808+574.6% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 17.24% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $7,177 | $3,561+101.5% | $4,693+52.9% | $2,631+172.8% |
| Participant deferral / active EE | $13,264 | $6,636+99.9% | $7,997+65.9% | $4,212+214.9% |
| Admin fee / account holder | $44,444 | $8,568+418.7% | $13,435+230.8% | $7,344+505.2% |