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 | $311,918 | $79,944+290.2% | $98,439+216.9% | $75,163+315.0% |
| Participation rate | 94.4% | 70.4%+24.1pp | 75.2%+19.3pp | 67.2%+27.3pp |
| Annual return | 14.92% | 19.75%-4.8pp | 21.16%-6.2pp | 160.62%-145.7pp |
| Employer contribution / active EE | $11,818 | $2,264+422.1% | $3,048+287.7% | $2,670+342.7% |
| Participant deferral / active EE | $4,837 | $3,752+28.9% | $4,738+2.1% | $4,125+17.3% |
| Admin fee / account holder | $9,300 | $6,840+36.0% | $8,948+3.9% | $5,651+64.6% |