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 | $409,022 | $115,770+253.3% | $101,248+304.0% | $158,922+157.4% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 9.45% | 56.14%-46.7pp | 46.47%-37.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $11,267 | $4,175+169.9% | $3,660+207.9% | $4,761+136.7% |
| Participant deferral / active EE | $9,405 | $4,957+89.7% | $4,370+115.2% | $5,982+57.2% |
| Admin fee / account holder | $30,910 | $7,245+326.6% | $5,945+419.9% | $11,246+174.9% |