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 | $548,774 | $81,248+575.4% | $155,509+252.9% | $80,856+578.7% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 15.64% | 33.31%-17.7pp | 64.67%-49.0pp | 35.59%-20.0pp |
| Employer contribution / active EE | $31,517 | $3,100+916.6% | $4,672+574.5% | $2,755+1044.1% |
| Participant deferral / active EE | $17,395 | $3,452+404.0% | $5,626+209.2% | $4,296+304.9% |
| Admin fee / account holder | $15,306 | $7,997+91.4% | $15,912-3.8% | $6,918+121.3% |