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 | $845,091 | $109,881+669.1% | $150,045+463.2% | $84,808+896.5% |
| Participation rate | 87.3% | 76.1%+11.2pp | 82.3%+5.0pp | 68.3%+19.0pp |
| Annual return | 16.45% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $12,805 | $3,561+259.6% | $4,693+172.9% | $2,631+386.7% |
| Participant deferral / active EE | $17,509 | $6,636+163.9% | $7,997+118.9% | $4,212+315.7% |
| Admin fee / account holder | $12,653 | $8,568+47.7% | $13,435-5.8% | $7,344+72.3% |