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 | $345,741 | $85,766+303.1% | $136,294+153.7% | $70,131+393.0% |
| Participation rate | 87.9% | 74.2%+13.7pp | 81.9%+6.0pp | 69.5%+18.3pp |
| Annual return | 16.83% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $6,705 | $2,966+126.1% | $4,695+42.8% | $2,342+186.3% |
| Participant deferral / active EE | $10,353 | $5,051+105.0% | $6,247+65.7% | $3,332+210.7% |
| Admin fee / account holder | $5,427 | $5,420+0.1% | $9,243-41.3% | $4,645+16.8% |