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 | $375,203 | $78,672+376.9% | $109,143+243.8% | $85,850+337.0% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 19.35% | 25.09%-5.7pp | 25.75%-6.4pp | 318.53%-299.2pp |
| Employer contribution / active EE | $4,661 | $2,735+70.4% | $3,722+25.2% | $2,565+81.7% |
| Participant deferral / active EE | $6,993 | $3,467+101.7% | $4,653+50.3% | $3,952+76.9% |
| Admin fee / account holder | $19,867 | $5,469+263.2% | $6,752+194.2% | $6,260+217.4% |