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 | $327,800 | $97,744+235.4% | $103,476+216.8% | $145,922+124.6% |
| Participation rate | 94.1% | 81.1%+13.0pp | 80.5%+13.6pp | 80.3%+13.8pp |
| Annual return | 13.95% | 25.41%-11.5pp | 23.90%-10.0pp | 561.29%-547.3pp |
| Employer contribution / active EE | $6,403 | $4,677+36.9% | $4,672+37.0% | $4,660+37.4% |
| Participant deferral / active EE | $16,504 | $6,603+149.9% | $6,623+149.2% | $6,688+146.8% |
| Admin fee / account holder | $58,693 | $12,515+369.0% | $9,413+523.5% | $13,397+338.1% |