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 | $275,679 | $93,571+194.6% | $135,903+102.9% | $75,163+266.8% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | 16.25% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $11,190 | $3,537+216.4% | $4,856+130.4% | $2,670+319.2% |
| Participant deferral / active EE | $9,883 | $6,404+54.3% | $7,758+27.4% | $4,125+139.6% |
| Admin fee / account holder | $3,916 | $6,975-43.9% | $10,762-63.6% | $5,651-30.7% |