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 | $385,505 | $80,673+377.9% | $101,326+280.5% | $84,808+354.6% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 19.98% | 38.95%-19.0pp | 36.82%-16.8pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,943 | $2,698+46.2% | $3,665+7.6% | $2,631+49.9% |
| Participant deferral / active EE | $11,311 | $6,840+65.4% | $7,994+41.5% | $4,212+168.6% |
| Admin fee / account holder | $14,475 | $12,784+13.2% | $11,185+29.4% | $7,344+97.1% |