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 | $435,184 | $109,881+296.1% | $150,045+190.0% | $84,808+413.1% |
| Participation rate | 89.7% | 76.1%+13.7pp | 82.3%+7.4pp | 68.3%+21.4pp |
| Annual return | 15.96% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $7,200 | $3,561+102.2% | $4,693+53.4% | $2,631+173.6% |
| Participant deferral / active EE | $15,358 | $6,636+131.4% | $7,997+92.0% | $4,212+264.7% |
| Admin fee / account holder | $4,219 | $8,568-50.8% | $13,435-68.6% | $7,344-42.5% |