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 | $385,001 | $81,947+369.8% | $105,387+265.3% | $72,985+427.5% |
| Participation rate | 92.0% | 76.5%+15.5pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | 20.24% | 42.90%-22.7pp | 26.82%-6.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $16,492 | $3,468+375.5% | $4,213+291.4% | $2,440+575.9% |
| Participant deferral / active EE | $5,191 | $4,494+15.5% | $5,502-5.7% | $3,607+43.9% |
| Admin fee / account holder | $2,795 | $6,258-55.3% | $6,559-57.4% | $5,124-45.5% |