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 | $491,663 | $109,881+347.5% | $150,045+227.7% | $84,808+479.7% |
| Participation rate | 91.0% | 76.1%+15.0pp | 82.3%+8.7pp | 68.3%+22.7pp |
| Annual return | 15.93% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $21,946 | $3,561+516.3% | $4,693+367.6% | $2,631+734.1% |
| Participant deferral / active EE | $14,332 | $6,636+116.0% | $7,997+79.2% | $4,212+240.3% |
| Admin fee / account holder | $4,189 | $8,568-51.1% | $13,435-68.8% | $7,344-43.0% |