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 | $570,288 | $80,717+606.5% | $154,803+268.4% | $84,808+572.4% |
| Participation rate | 96.9% | 66.8%+30.1pp | 78.1%+18.8pp | 68.3%+28.6pp |
| Annual return | 17.59% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $17,606 | $2,761+537.6% | $4,305+308.9% | $2,631+569.2% |
| Participant deferral / active EE | $11,995 | $3,303+263.1% | $5,540+116.5% | $4,212+184.8% |
| Admin fee / account holder | $540 | $6,746-92.0% | $14,329-96.2% | $7,344-92.7% |