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 | $468,694 | $80,717+480.7% | $154,803+202.8% | $84,808+452.7% |
| Participation rate | 94.4% | 66.8%+27.6pp | 78.1%+16.4pp | 68.3%+26.1pp |
| Annual return | 16.40% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $22,047 | $2,761+698.4% | $4,305+412.1% | $2,631+738.0% |
| Participant deferral / active EE | $14,309 | $3,303+333.2% | $5,540+158.3% | $4,212+239.7% |
| Admin fee / account holder | $14,394 | $6,746+113.4% | $14,329+0.5% | $7,344+96.0% |