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 | $496,657 | $93,571+430.8% | $135,903+265.4% | $75,163+560.8% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.7pp | 67.2%+28.4pp |
| Annual return | 18.99% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $5,306 | $3,537+50.0% | $4,856+9.3% | $2,670+98.7% |
| Participant deferral / active EE | $15,336 | $6,404+139.5% | $7,758+97.7% | $4,125+271.8% |
| Admin fee / account holder | $19,393 | $6,975+178.0% | $10,762+80.2% | $5,651+243.2% |