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 | $514,418 | $81,248+533.1% | $155,509+230.8% | $80,856+536.2% |
| Participation rate | 90.7% | 66.2%+24.4pp | 78.2%+12.5pp | 67.6%+23.0pp |
| Annual return | 13.54% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $24,874 | $3,100+702.3% | $4,672+432.4% | $2,755+802.9% |
| Participant deferral / active EE | $14,213 | $3,452+311.8% | $5,626+152.6% | $4,296+230.9% |
| Admin fee / account holder | $7,692 | $7,997-3.8% | $15,912-51.7% | $6,918+11.2% |