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 | $432,073 | $109,881+293.2% | $150,045+188.0% | $84,808+409.5% |
| Participation rate | 97.5% | 76.1%+21.4pp | 82.3%+15.2pp | 68.3%+29.2pp |
| Annual return | 16.05% | 28.25%-12.2pp | 62.55%-46.5pp | 40.90%-24.8pp |
| Employer contribution / active EE | $11,231 | $3,561+215.4% | $4,693+139.3% | $2,631+326.9% |
| Participant deferral / active EE | $5,505 | $6,636-17.0% | $7,997-31.2% | $4,212+30.7% |
| Admin fee / account holder | $28,435 | $8,568+231.9% | $13,435+111.7% | $7,344+287.2% |