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 | $456,201 | $138,347+229.8% | $184,203+147.7% | $80,856+464.2% |
| Participation rate | 88.6% | 83.9%+4.7pp | 86.8%+1.8pp | 67.6%+20.9pp |
| Annual return | 13.64% | 20.02%-6.4pp | 28.81%-15.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $18,310 | $4,850+277.5% | $6,427+184.9% | $2,755+564.7% |
| Participant deferral / active EE | $19,967 | $7,071+182.4% | $9,131+118.7% | $4,296+364.8% |
| Admin fee / account holder | $21,170 | $10,483+101.9% | $13,901+52.3% | $6,918+206.0% |