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 | $421,806 | $123,793+240.7% | $177,821+137.2% | $79,858+428.2% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | 18.28% | 22.82%-4.5pp | 48.32%-30.0pp | 31.71%-13.4pp |
| Employer contribution / active EE | $22,745 | $4,095+455.4% | $5,918+284.3% | $2,471+820.5% |
| Participant deferral / active EE | $13,797 | $5,956+131.6% | $7,714+78.9% | $3,740+268.9% |
| Admin fee / account holder | $18,379 | $7,243+153.8% | $12,427+47.9% | $5,306+246.4% |