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 | $486,383 | $89,355+444.3% | $141,162+244.6% | $72,985+566.4% |
| Participation rate | 93.4% | 75.1%+18.3pp | 82.5%+11.0pp | 69.5%+23.9pp |
| Annual return | 22.50% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $13,617 | $3,114+337.2% | $4,735+187.6% | $2,440+458.1% |
| Participant deferral / active EE | $14,657 | $5,418+170.5% | $6,709+118.5% | $3,607+306.3% |
| Admin fee / account holder | $28,378 | $5,958+376.3% | $10,261+176.6% | $5,124+453.8% |