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 | $432,303 | $46,732+825.1% | $156,549+176.1% | $55,167+683.6% |
| Participation rate | 96.3% | 65.8%+30.5pp | 84.0%+12.3pp | 69.0%+27.3pp |
| Annual return | 6.50% | 17.72%-11.2pp | 32.23%-25.7pp | 169.23%-162.7pp |
| Employer contribution / active EE | $20,923 | $2,105+893.9% | $5,501+280.3% | $1,963+966.1% |
| Participant deferral / active EE | $12,298 | $2,204+457.9% | $4,871+152.5% | $3,054+302.7% |
| Admin fee / account holder | $8,928 | $418+2033.9% | $13,027-31.5% | $504+1671.7% |