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 | $422,994 | $95,266+344.0% | $82,389+413.4% | $142,382+197.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 14.93% | 25.74%-10.8pp | 28.67%-13.7pp | 217.08%-202.1pp |
| Employer contribution / active EE | $14,391 | $2,991+381.1% | $2,517+471.7% | $4,299+234.7% |
| Participant deferral / active EE | $10,295 | $4,809+114.1% | $4,155+147.8% | $6,507+58.2% |
| Admin fee / account holder | $6,759 | $8,563-21.1% | $7,231-6.5% | $12,624-46.5% |