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 | $402,404 | $109,881+266.2% | $150,045+168.2% | $84,808+374.5% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 16.67% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $15,933 | $3,561+347.4% | $4,693+239.5% | $2,631+505.6% |
| Participant deferral / active EE | $16,086 | $6,636+142.4% | $7,997+101.1% | $4,212+281.9% |
| Admin fee / account holder | $6,697 | $8,568-21.8% | $13,435-50.2% | $7,344-8.8% |