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 | $436,792 | $93,571+366.8% | $135,903+221.4% | $75,163+481.1% |
| Participation rate | 98.2% | 75.2%+23.0pp | 81.9%+16.3pp | 67.2%+31.0pp |
| Annual return | 16.73% | 30.90%-14.2pp | 68.23%-51.5pp | 160.62%-143.9pp |
| Employer contribution / active EE | $6,629 | $3,537+87.4% | $4,856+36.5% | $2,670+148.3% |
| Participant deferral / active EE | $19,024 | $6,404+197.1% | $7,758+145.2% | $4,125+361.2% |
| Admin fee / account holder | $41,938 | $6,975+501.2% | $10,762+289.7% | $5,651+642.1% |