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 | $364,676 | $80,717+351.8% | $154,803+135.6% | $84,808+330.0% |
| Participation rate | 80.3% | 66.8%+13.5pp | 78.1%+2.3pp | 68.3%+12.0pp |
| Annual return | 15.35% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $9,920 | $2,761+259.2% | $4,305+130.4% | $2,631+277.0% |
| Participant deferral / active EE | $6,790 | $3,303+105.6% | $5,540+22.6% | $4,212+61.2% |
| Admin fee / account holder | $13,776 | $6,746+104.2% | $14,329-3.9% | $7,344+87.6% |