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 | $418,211 | $81,248+414.7% | $155,509+168.9% | $80,856+417.2% |
| Participation rate | 95.4% | 66.2%+29.2pp | 78.2%+17.2pp | 67.6%+27.8pp |
| Annual return | 16.34% | 33.31%-17.0pp | 64.67%-48.3pp | 35.59%-19.3pp |
| Employer contribution / active EE | $20,424 | $3,100+558.8% | $4,672+337.1% | $2,755+641.4% |
| Participant deferral / active EE | $18,481 | $3,452+435.4% | $5,626+228.5% | $4,296+330.2% |
| Admin fee / account holder | $35,290 | $7,997+341.3% | $15,912+121.8% | $6,918+410.1% |