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 | $400,925 | $109,881+264.9% | $150,045+167.2% | $84,808+372.7% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+14.0pp | 68.3%+28.0pp |
| Annual return | 16.50% | 28.25%-11.7pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,069 | $3,561+42.3% | $4,693+8.0% | $2,631+92.7% |
| Participant deferral / active EE | $13,485 | $6,636+103.2% | $7,997+68.6% | $4,212+220.2% |
| Admin fee / account holder | $2,937 | $8,568-65.7% | $13,435-78.1% | $7,344-60.0% |