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 | $332,869 | $80,717+312.4% | $154,803+115.0% | $84,808+292.5% |
| Participation rate | 96.2% | 66.8%+29.3pp | 78.1%+18.1pp | 68.3%+27.8pp |
| Annual return | 15.54% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $6,605 | $2,761+139.2% | $4,305+53.4% | $2,631+151.0% |
| Participant deferral / active EE | $12,361 | $3,303+274.2% | $5,540+123.1% | $4,212+193.5% |
| Admin fee / account holder | $35,084 | $6,746+420.1% | $14,329+144.8% | $7,344+377.7% |