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 | $614,887 | $109,881+459.6% | $150,045+309.8% | $84,808+625.0% |
| Participation rate | 88.5% | 76.1%+12.4pp | 82.3%+6.1pp | 68.3%+20.2pp |
| Annual return | 16.64% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $7,255 | $3,561+103.7% | $4,693+54.6% | $2,631+175.8% |
| Participant deferral / active EE | $16,740 | $6,636+152.3% | $7,997+109.3% | $4,212+297.5% |
| Admin fee / account holder | $48,703 | $8,568+468.4% | $13,435+262.5% | $7,344+563.2% |