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 | $587,850 | $93,571+528.2% | $135,903+332.6% | $75,163+682.1% |
| Participation rate | 96.5% | 75.2%+21.3pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 15.58% | 30.90%-15.3pp | 68.23%-52.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $11,065 | $3,537+212.9% | $4,856+127.9% | $2,670+314.4% |
| Participant deferral / active EE | $8,699 | $6,404+35.8% | $7,758+12.1% | $4,125+110.9% |
| Admin fee / account holder | $61,251 | $6,975+778.1% | $10,762+469.1% | $5,651+983.9% |