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 | $476,609 | $93,571+409.4% | $135,903+250.7% | $75,163+534.1% |
| Participation rate | 97.9% | 75.2%+22.7pp | 81.9%+16.0pp | 67.2%+30.7pp |
| Annual return | 16.10% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $16,956 | $3,537+379.5% | $4,856+249.2% | $2,670+535.1% |
| Participant deferral / active EE | $15,283 | $6,404+138.6% | $7,758+97.0% | $4,125+270.5% |
| Admin fee / account holder | $31,081 | $6,975+345.6% | $10,762+188.8% | $5,651+450.0% |