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 | $469,944 | $109,881+327.7% | $150,045+213.2% | $84,808+454.1% |
| Participation rate | 98.5% | 76.1%+22.4pp | 82.3%+16.2pp | 68.3%+30.2pp |
| Annual return | 16.56% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $8,137 | $3,561+128.5% | $4,693+73.4% | $2,631+209.3% |
| Participant deferral / active EE | $9,239 | $6,636+39.2% | $7,997+15.5% | $4,212+119.4% |
| Admin fee / account holder | $3,634 | $8,568-57.6% | $13,435-73.0% | $7,344-50.5% |