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 | $410,619 | $109,881+273.7% | $150,045+173.7% | $84,808+384.2% |
| Participation rate | 94.3% | 76.1%+18.2pp | 82.3%+12.0pp | 68.3%+26.0pp |
| Annual return | 17.42% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $6,675 | $3,561+87.4% | $4,693+42.2% | $2,631+153.7% |
| Participant deferral / active EE | $8,816 | $6,636+32.9% | $7,997+10.2% | $4,212+109.3% |
| Admin fee / account holder | $1,654 | $8,568-80.7% | $13,435-87.7% | $7,344-77.5% |