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 | $395,691 | $48,046+723.6% | $84,611+367.7% | $72,985+442.2% |
| Participation rate | 90.3% | 57.6%+32.7pp | 68.2%+22.1pp | 69.5%+20.8pp |
| Annual return | 23.10% | 37.38%-14.3pp | 258.74%-235.6pp | 81.00%-57.9pp |
| Employer contribution / active EE | $4,314 | $1,602+169.4% | $2,652+62.7% | $2,440+76.8% |
| Participant deferral / active EE | $9,324 | $2,680+247.8% | $3,899+139.1% | $3,607+158.5% |
| Admin fee / account holder | $24,276 | $3,395+615.2% | $4,912+394.2% | $5,124+373.7% |