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 | $442,617 | $148,978+197.1% | $200,582+120.7% | $84,808+421.9% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 13.58% | 28.16%-14.6pp | 42.33%-28.8pp | 40.90%-27.3pp |
| Employer contribution / active EE | $16,535 | $4,815+243.4% | $6,419+157.6% | $2,631+528.5% |
| Participant deferral / active EE | $20,916 | $7,142+192.9% | $9,331+124.2% | $4,212+396.6% |
| Admin fee / account holder | $970 | $13,977-93.1% | $16,305-94.1% | $7,344-86.8% |