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 | $393,779 | $89,753+338.7% | $107,525+266.2% | $84,808+364.3% |
| Participation rate | 78.4% | 68.1%+10.3pp | 75.1%+3.3pp | 68.3%+10.1pp |
| Annual return | 17.22% | 29.48%-12.3pp | 181.32%-164.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,517 | $3,113+77.2% | $3,754+47.0% | $2,631+109.7% |
| Participant deferral / active EE | $11,039 | $4,056+172.1% | $5,116+115.8% | $4,212+162.1% |
| Admin fee / account holder | $3,990 | $7,222-44.8% | $8,919-55.3% | $7,344-45.7% |