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 | $497,123 | $80,968+514.0% | $96,544+414.9% | $75,163+561.4% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 16.90% | 27.06%-10.2pp | 25.84%-8.9pp | 160.62%-143.7pp |
| Employer contribution / active EE | $9,208 | $2,282+303.5% | $2,965+210.6% | $2,670+244.9% |
| Participant deferral / active EE | $5,697 | $3,928+45.0% | $4,851+17.4% | $4,125+38.1% |
| Admin fee / account holder | $3,991 | $6,724-40.6% | $8,252-51.6% | $5,651-29.4% |