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 | $490,980 | $93,571+424.7% | $135,903+261.3% | $75,163+553.2% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.6pp | 67.2%+21.3pp |
| Annual return | 15.48% | 30.90%-15.4pp | 68.23%-52.8pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,289 | $3,537-7.0% | $4,856-32.3% | $2,670+23.2% |
| Participant deferral / active EE | $8,987 | $6,404+40.3% | $7,758+15.8% | $4,125+117.9% |
| Admin fee / account holder | $115,627 | $6,975+1557.6% | $10,762+974.4% | $5,651+1946.2% |