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 | $551,067 | $98,750+458.0% | $149,696+268.1% | $79,858+590.1% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 14.48% | 27.43%-12.9pp | 276.60%-262.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $4,885 | $3,216+51.9% | $4,644+5.2% | $2,471+97.7% |
| Participant deferral / active EE | $8,391 | $5,680+47.7% | $6,842+22.6% | $3,740+124.4% |
| Admin fee / account holder | $3,908 | $6,053-35.4% | $9,309-58.0% | $5,306-26.4% |