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 | $437,448 | $148,978+193.6% | $200,582+118.1% | $84,808+415.8% |
| Participation rate | 90.0% | 84.2%+5.8pp | 86.9%+3.1pp | 68.3%+21.7pp |
| Annual return | 17.57% | 28.16%-10.6pp | 42.33%-24.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $15,331 | $4,815+218.4% | $6,419+138.8% | $2,631+482.7% |
| Participant deferral / active EE | $17,279 | $7,142+141.9% | $9,331+85.2% | $4,212+310.3% |
| Admin fee / account holder | $28,890 | $13,977+106.7% | $16,305+77.2% | $7,344+293.4% |