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 | $576,266 | $109,881+424.4% | $150,045+284.1% | $84,808+579.5% |
| Participation rate | 84.8% | 76.1%+8.8pp | 82.3%+2.5pp | 68.3%+16.5pp |
| Annual return | 14.39% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $7,163 | $3,561+101.1% | $4,693+52.6% | $2,631+172.3% |
| Participant deferral / active EE | $9,730 | $6,636+46.6% | $7,997+21.7% | $4,212+131.0% |
| Admin fee / account holder | $52,426 | $8,568+511.9% | $13,435+290.2% | $7,344+613.9% |