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 | $316,232 | $109,881+187.8% | $150,045+110.8% | $84,808+272.9% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 17.43% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $4,188 | $3,561+17.6% | $4,693-10.8% | $2,631+59.2% |
| Participant deferral / active EE | $8,179 | $6,636+23.2% | $7,997+2.3% | $4,212+94.2% |
| Admin fee / account holder | $25,480 | $8,568+197.4% | $13,435+89.7% | $7,344+247.0% |