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 | $486,374 | $85,766+467.1% | $136,294+256.9% | $70,131+593.5% |
| Participation rate | 97.9% | 74.2%+23.7pp | 81.9%+16.0pp | 69.5%+28.3pp |
| Annual return | 15.51% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $20,613 | $2,966+595.0% | $4,695+339.0% | $2,342+780.0% |
| Participant deferral / active EE | $8,440 | $5,051+67.1% | $6,247+35.1% | $3,332+153.3% |
| Admin fee / account holder | $4,782 | $5,420-11.8% | $9,243-48.3% | $4,645+2.9% |