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 | $317,559 | $95,416+232.8% | $185,823+70.9% | $85,850+269.9% |
| Participation rate | 86.8% | 68.8%+18.1pp | 81.7%+5.1pp | 69.3%+17.5pp |
| Annual return | 21.76% | 23.59%-1.8pp | 122.05%-100.3pp | 318.53%-296.8pp |
| Employer contribution / active EE | $3,306 | $3,314-0.2% | $5,167-36.0% | $2,565+28.9% |
| Participant deferral / active EE | $14,674 | $3,423+328.6% | $5,568+163.6% | $3,952+271.3% |
| Admin fee / account holder | $6,309 | $7,213-12.5% | $16,237-61.1% | $6,260+0.8% |