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 | $478,868 | $81,248+489.4% | $155,509+207.9% | $80,856+492.2% |
| Participation rate | 97.3% | 66.2%+31.1pp | 78.2%+19.1pp | 67.6%+29.7pp |
| Annual return | 14.89% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $34,982 | $3,100+1028.4% | $4,672+648.7% | $2,755+1169.8% |
| Participant deferral / active EE | $18,210 | $3,452+427.6% | $5,626+223.7% | $4,296+323.9% |
| Admin fee / account holder | $28,356 | $7,997+254.6% | $15,912+78.2% | $6,918+309.9% |