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 | $428,870 | $123,793+246.4% | $177,821+141.2% | $79,858+437.0% |
| Participation rate | 97.1% | 84.7%+12.5pp | 87.7%+9.4pp | 69.6%+27.5pp |
| Annual return | 26.59% | 22.82%+3.8pp | 48.32%-21.7pp | 31.71%-5.1pp |
| Employer contribution / active EE | $4,344 | $4,095+6.1% | $5,918-26.6% | $2,471+75.8% |
| Participant deferral / active EE | $16,233 | $5,956+172.5% | $7,714+110.4% | $3,740+334.0% |
| Admin fee / account holder | $22,331 | $7,243+208.3% | $12,427+79.7% | $5,306+320.8% |