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 | $424,655 | $49,915+750.8% | $154,803+174.3% | $74,304+471.5% |
| Participation rate | 91.7% | 54.0%+37.7pp | 78.1%+13.6pp | 60.3%+31.3pp |
| Annual return | 18.63% | 34.06%-15.4pp | 58.88%-40.3pp | 29.43%-10.8pp |
| Employer contribution / active EE | $17,360 | $1,611+977.4% | $4,305+303.2% | $2,241+674.6% |
| Participant deferral / active EE | $17,175 | $2,255+661.7% | $5,540+210.0% | $3,767+355.9% |
| Admin fee / account holder | $9,902 | $2,189+352.4% | $14,329-30.9% | $2,969+233.5% |