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 | $392,499 | $109,881+257.2% | $150,045+161.6% | $84,808+362.8% |
| Participation rate | 95.2% | 76.1%+19.2pp | 82.3%+12.9pp | 68.3%+26.9pp |
| Annual return | 17.84% | 28.25%-10.4pp | 62.55%-44.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $15,356 | $3,561+331.2% | $4,693+227.2% | $2,631+483.7% |
| Participant deferral / active EE | $14,742 | $6,636+122.2% | $7,997+84.3% | $4,212+250.0% |
| Admin fee / account holder | $84,640 | $8,568+887.9% | $13,435+530.0% | $7,344+1052.5% |